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2023-03-31-accounts

Reg Charity - 1150452

Company Ltd by Guarantee 08278766

Annual Report & Accounts 01/04/2022 - 31/03/2023

1 Groe street, Builth Wells 01982 553 004 info@builthcs.co.uk www.builthcs.co.uk

2

Contents

15 Donations & Fundraising 16 Finance Report Trustees' Responsibility 17 Statement

03

About Us

04 Chair's Report

05

Who We Are Volunteering 06

18 Balance Sheet Office 19 Account 20 Shop Account

Services

07 Community Car Scheme Lunch Club 08

21 Transport Account EVIE 09 22 Lottery Account 10/11 Home Support Reserve Account 23 12 Other Services Independent 13 Charity Shop 24/25 Examiner's Report

26 Contact Us

14

Info Fair

3

About Us

Builth Wells Community Support (BWCS) was established in 1995 and is a registered charity. In 2012 we became a Company Limited by Guarantee.

Our aims are to help people live healthy, independent lives within their community and combat social isolation. Our office in Builth Wells 1 Groe Street also provides a focal point for volunteering and general information.

We have a team of volunteers who provide services to the Builth Wells Community and the surrounding area (See membership area below).

These services include the Community Car scheme, Prescription & Shopping delivery and a Lunch Club, as well as others.

Demand for these services continues to grow and each year we face a challenge to raise sufficient funds to meet demand.

Community Support has three main funding sources: Grants, Donations and Funds Raised in our Charity Shop

With continuing reductions in statutory funding, each year we face a budget shortfall and have to raise money through donations, fundraising activities and the takings from our shop.

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Membership Area
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4

Chair's report

Annwyl Gyfeillion / Dear Friends

This will be my last Chairman’s Report as after almost 3 years as Chair of Builth Wells Community Support, I will be standing down after this year’s AGM. But, what a three years it has been, with such a lot of changes that we are almost a different organisation to the one I joined.

In February 2021 we moved from the High Street to a very visible position opposite the main Car Park, which is also much more user- friendly. We also managed to work all through Covid delivering our normal services and some extra ones.

Then soon after our move in June 2021 we took delivery of EVIE, an electric People Carrier which has enabled us to take our members and (if needs be) their wheelchairs to various appointments. It has proven to be extremely useful and popular and is now invaluable to the Transport part of our organisation. Two very dedicated Drivers (Jo and Sian) are enormously popular and appreciated by the people who use the service.

Lunch Club moved after the pandemic to the Bowls Club and again has proven to be a popular move with our Diners. We are extremely grateful to the Bowl’s Club who allow us to use their Club House twice a month. We have two amazing cooks (Alwen and Delyth) who dish up wonderful meals and a team of volunteers who help out. We are often told that we make the best lunches.

This year saw the start of another very exciting project, Home Support. Please read all about them

inside. We have another great team in place, three dedicated Support Workers who all take that extra mile to ensure that the customers get the very best service.

The Shop has struggled, like every other Voluntary Organisation it has been difficult to attract volunteers to man the shop every day. The Volunteers who open up the shop at the end of every week have been doing a remarkable job but now we have secured funding to employ a part time worker who will be able to ensure that the shop will be open more often. We know the Public have missed the shop not being open, so we hope this will be a help to them.

All this is possible with the hard work of the office personnel. We sadly said goodbye to Ashley at the end of last year. He had been a vital and important part of the Organisation for many years. We now have 2 new part time office workers who along with committed volunteers ensure that everything run smoothly and on time.

The one constant in all of this, is of course our very hard working and dedicated Office Manager,

Cathy. The one who has her finger on the button and moves the Organisation forward as well as making sure that the services we deliver are constantly held to a good standard. We thank her for all her hard work.

I must also thank my Board of Trustees. They have been a hard working group who have supported

me through thick and thin. Two of my fellow Trustees are also standing down this year. Ian has already stood down after 13 years as Treasurer and Trustee and David a Trustee for over 4 years has been an invaluable member of the Board having among other things being responsible for obtaining and securing the funding for EVIE.

But the most valuable contribution to the Organisation is the Community of Builth who work so hard,

volunteering in so many different capacities. From Drivers, to shoppers, to office workers, the list is endless and all those people who donate to us by selflessly and constantly put on events for the benefit of BWCS.

I thank you all, it has been a privilege to be part of this wonderful Organisation and I wish the new Board the very best of luck and my good wishes. Dymuniadau gorau

Eironwy Phillips

5

Who We Are

Trustees

Eironwy Phillips Chairman Ian Phillips Treasurer (Resigned March 2023)

Delyth Hughes David Sutherland Allan Taylor

Staff

Cathy Warlow Manager Rosanna Caputo Administrator Sophie Humphreys Receptionist

Sian Jones EVIE Driver Joanne Nixon EVIE Driver

The Board of trustees has overall responsibility for Community Support and ensures that the organisation complies with required legislation. Trustees attend regular meetings and training events, as well as bringing forward ideas which enable us to meet the needs of our community. All BWCS trustees are volunteers based in the community, many with years of experience working locally or with Community support.

Staff are based in our Groe Street Office, and are responsible for the day-today management of the organisation. Cathy Warlow, our manager, has been with BWCS since the beginning.

Our team of volunteers provide all our services. Additionally, our team of office volunteers help out our receptionist Sophie Humphries, answering pone calls, providing information and recording requests for our services.

in 2022/23 we have a total of 36 volunteers.

6 Volunteering

Builth wells Community Support relies on its team of volunteers to provide all our services. Our volunteers are drawn from all parts of our community, and help us in a range of different ways - whether by driving for our Community Car Service, cooking for our lunch Club or working in our Charity Shop to raise funds.

Whatever you want to do, however you want to volunteer your time, Community Support can help. Volunteering has so many benefits.

You can:

Enjoy an active role in your community Broaden your knowledge and experience Meet new people and be part of a team

We do not ask for a huge time commitment from our Volunteers. If you could spare a few hours a week, that would be a great help to us and your community.

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Diane Cooper BWCS
Volunteer
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Since joining BWCS, 11 years ago, I have thoroughly enjoyed the interaction of working with all of our members, and the variety of daily experiences it has given me.

7

Community Transport

The Service continues to play a very important role for people in our rural area, where public transport is not readily available or accessible. the scheme provides transport for essential journeys. Our volunteers use their own cars and are paid mileage expenses, passengers make contributions to cost of the journey and the balance of the volunteer expenses is now funded by our own charity shop.

The map below shows the top ten places our drivers have travelled to this year. In addition to these, we have also travelled to Aberystwyth, Bristol, Carmarthen, Gloucester, Leominster, Merthyr, Newport, Ross, Shrewsbury, Swansea, Warwick, Worcester

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Oswestry
Rhayader
Llandrindod Wells Birmingham
Builth wells
Surgery
Glan Irfon
Hay On Wye
Other
Hereford
Brecon
Abergavenny
Cardiff
1885 Return Journeys
9 Volunteer Drivers
MORE STATS
48983 Miles Travelled
3038 Volunteer Hours
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8 Lunch Club

Our beloved Lunch club, which is held twice monthly at the Bowls Club is always a success. For many of our members our Lunch Club is a great source of socialisation and can make the world of difference to someone who lives alone or suffers with social isolation.

Providing a home made hot main course, dessert, tea and coffee with a fun quiz all for just £5.

Each meal takes around 25 hours of volunteer time to prepare and serve. All meals are cooked entirely by volunteers. We currently have two volunteer cooks, Delyth Hughes and Alwen Lewis who oversee all meal preparation, both cooks have a background in catering and hold up to date food hygiene certificates, we have also been awarded a 5 star food hygiene rating. Other volunteers help in the kitchen and/or serving these delicious meals.

Lunch Club occasionally has guest speakers from local organisations, who give presentations or come to have an informal chat with our diners.

For those who need transport to Lunch Club, this is provided by our community transport service.

9

EVIE

Back in 2021 we received a grant from the National Lottery Community Fund to purchase an accessible, electric MPV and employ 2 part time drivers.

Nicknamed EVIE, this vehicle has enabled us to expand our transport

provision to include more shopping and social trips, a well as helping meet demand for transport to medical appointments.

Our EVIE drivers are MiDas trained, and we offer transport to passengers who are have difficulty transferring from a wheelchair/walking aids to vehicle.

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Joanne Sian
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10

Home Support

In October 2022, we were awarded funding from Powys County Council to launch Builth & Llanwrtyd Wells Home Support. This is an Integral part of the One Powys/Vision 2020/25 prevention and early intervention programme and part of The Councils proposal to roll out Home support to all thirteen localities.

Home Support is about helping individuals to live life in their own home, providing the support and practical assistance an individual may need in their day-to-day life to live at home, with confidence, in good health, independently and safely.

11

Home Support

The Home Support team will work closely with individuals, their family and anyone else in their life, to help them with the support that they need. They also work alongside other organisations in the local community to help provide better all-round support. Home Support services are free. Access is not means tested or dependent on inclusion/exclusion criteria and individuals can self-refer. Once an individual becomes a member of Home Support they can dip in and out of the service according to their needs without having to be re-referred.

Some of the things Home Support can help with include:

With the funding we have purchased a small car and employed three full time staff to deliver the service The service started in January and already has 30 members, this is steadily increasing and the oncall provision will start soon.

12 Other Services

Community Work

As part of our important place in the community, our manager attends meetings with other organisations and statutory agencies - local and county wide to discuss developments and partnership working to ensure that our community benefits from any new initiatives. We have an area in our office where you can currently meet Smart Money Cymru in our office on Fridays and PAVO ion Tuesdays.

FoodBank

We became a satellite branch of Llandrindod Wells Foodbank in 2019. The foodbank itself is part of the Trussell Trust group of foodbanks. We work closely with Llandrindod Wells Foodbank to coordinate donations, collections and deliveries of food parcels.

Prescription & Shopping delivery

We have been delivering prescriptions for our members for many years. In a rural community like ours, getting to the pharmacy can be difficult if you have a disability or don't have access to a car. Prescription delivery is free and funded entirely by donations. Volunteers also pick and deliver shopping from Builth Wells Coop for those who are unable to do so themselves. In 2022/23 we delivered over 1189 prescriptions and 330 shopping deliveries

We Now have a part time Receptionist, Sophie, who joined our team in Feb 2023, who has brought an element of routine and familiarity to our reception. To support Sophie we also have Viv and Diane who both volunteer their own time to aid reception.

13

Charity Shop

Our Shop was opened in May of 2007 and continues to be a great success, thanks to the wonderful support from the community in donating and purchasing goods, and of course our fantastic Volunteers who staff the shop.

The shop is open on Thursdays and Fridays between 10 a.m. and 4.00 p.m. We were also open on Saturday mornings 10 a.m. - 1.00 p.m. (from April 22 - Dec -22).

Between April 2022 and March 2023 the shop has been run by manager Cathy Warlow, and shift supervisors Ingrid Gallagher, Sue Seed. We would like to say a big thank you to Tricia Skyrme for all her hard work and dedication over the years, Tricia left BWCS over Christmas 2022.

The shop provides BWCS with and essential source of income as without this we would not be able to provide our services. It is also a valuable asset to our town, offering a variety of goods at reasonable prices and of course a great place to volunteer.

We have procured funding from The Moondance Foundation to hire a shop manager in 2023. This will allow us to run the shop in a more productive manner and granting us the ability to open the shop on Mondays and Tuesdays as well as Saturdays again for the first time since Dec 2022. The Shop manager will also be responsible for publishing items on social media and auctioning goods on Ebay, thus providing more overall income to BWCS.

We raise extra funds by claimimg Gift Aid on eligible donations. In 2022/23 we raised £2841.25 in Gift Aid.

14

Info Fair

Our community Information Fair was held on Wednesday 21st September 2022 at the Wyeside Arts Centre.

All refreshments were served by Delyth – Our cakes were very popular and had all been homemade.

We also held a raffle held for a handmade crocheted throw which was very kindly donated by Jacqui Booker.

15

Donations & Funding

We rely on donations to fund Community Support. These are some of the larger donations we were very grateful to receive:

In Memoriam

Some fundraising events were held from which we benefitted, and we thank the organisers for their hard work:

David Price "YFC Old Stagers" presenting a cheque to Eironwy Phillips

Maynard & Sue Peters presenting the cheque from their Concert and raffle

Hydref - £520

You can sign up as a monthly donor at the address below, which enables us to claim Gift Aid on eligible donations:

www.localgiving.org/builthcs

16

Finance Report

Finance Report

This year’s accounts have, as usual, been completed by the Manager and overseen by the Treasurer. As Ian resigned before the year end, the final accounts have been prepared by the Manager and Company Secretary, Cathy Warlow and examined by Chris Kendrick.

We are incredibly grateful to The Friends of Builth & District Healthcare, who have awarded us a donation of £12000, which is being paid in instalments. This will make a huge difference to the budget deficit we face every year.

We received £8000 from the Gardening Club, also £100 from Builth Netball club when sadly they closed down.

We also received donations following the passing of some of our members & supporters, we thank the families for remembering us at their sad time.

Our charity shop has been open only on Thursdays, Fridays & Saturday mornings due to lack of Volunteers, this has obviously meant a reduction in takings. We have now received a grant from The Moondance Foundation to employ a part time shop manager, this will enable us to open more days. The new manager will also develop online sales, which again should generate more funds.

We continue to subsidise the cost to passengers for community transport

journeys @20p per mile to ensure everyone can attend appointments. address

Funding was secured from PCC to establish Builth & Llanwrtyd for Home Support, this amount covers all the staff costs for 3 workers and a contribution towards the costs of managing this service.

We are all very grateful to the local community for supporting us with fundraising events and donations.

The Balance Sheet looks healthy partly due to including the grant for the shop manager and PCC funding, which is for expenditure in 2023-2024.

ftrugtG(&g' fft@gwtrdgoJourty gtt)Q@fft@fftt TRUSTEES. RESPONSI8IUTIES STATEMENT The Truslees (who are also d*edors ol Builth Wells Community Support ft)r the purposes ol company law) are respon%ble for preparirKJ the Trustees, feport and the financial staiemenls m accordance with applicable law and United Kingdwi Accounting Slandards (United ￿"ngdoM Generally Accepted Accounbng PractKe). Ccmnpany law reQUi￿S the Trustees 10 prepare financial statements ft>f each financial year. Under company law Ihe Trustees must not approve the financ481 statements unless Ihey are sabsW that gNe a and la￿ VKW of the state of affairs of the chanlable company and of Ihe Incryning resources aThl applicab'on ol fesources. Including the income and experKliture. ol chaniable company for that perKxI. In prepanng these finanoal statemenls. Tru51ees are required to.. select suiLlble accounts'ng poliaes and then appty Ihem consistenty: observe Ihe methods and principles in Ihe Charits'es SORP: make judgments and accounling esbmates that are (easonable and prudent; prepare Ihe finan112&fc)R

18 OaLan@@ Sfv(a@t Builth Wells Communlty Support Cornpany Ltd by Guarantee 8278766, Reglstered Charlty 1150452 8alanc• Sh••t •• •t 31 Mar¢h 2023 2023 2022 Tanglbl• Flxed As••t• (Motor V•hlcle•l Curr•nt A•a•ts: Cash In Bank Curr•nt accoun1• Deposlt •ccount £37,501 £34,834 £37.5 £91.286 £27.685 £65.043 £128.878 £127.$42 N•t A•Mts £188.3TI £127.542 Charlty Fund• Unr•strl¢t•d Funds R•8trl¢t•d Fund• Iv•hl¢lM £128,876 £37.$01 £92.681 £34.881 Totsl Funds £186.377 £127.542 The Tnr01e￿ consider thal the c￿￿nY Is entltlryd lo •xemptK>n fmm the requifemenl to an audrt urMJer the provom￿s ol sectK)n 477 01 the Clxnpanies Aci 2006 Ilhe Aci and member8 have noi r•qUi￿1 the cunpony to obi8kn •n •￿Irt for the yeaf in questM)n In accofdance with sec1K￿ 476 of the Aci. The Truslees ackn¢y•Aedge their responsbllits lor Climpfyryng Ihe fequtyements ol the Companles Aci 20C6 vnth resrKd to a¢tountsng fecords aThJ for prepanng f￿anc￿l •latements tiich give J true and l&'r vthv of the ol affairs ol ts company as 8t 31 March 2022 and ol rts net resource5 eXpe￿d lor ￿ perKxI in xcofdance wth th• requirements of sectlons 394 and 395 01 Ihe Act and which 011￿￿￿$e c￿npty wrth requiremenls of Ihe compani￿ Acl 2(Kl8 relabry lo Staterr￿ts. 80 lar as Ina ' nave Deen pwreo m accoraance wnn PfovBion3 applicable lo small c4)mpanies V•ilhin Part 15 of the Comp8nles Acl 20(￿ and in accordan￿ wilh the Financial Reportry Standard for Smaller Entsties (effectsve April ?nnAI The financial statements ￿ere appr¢￿ed by the Tnrntees M S Juty 2023 and IvJr￿d their behatt. by. All*n Taylor. Dlr

19 1 X12. 31 IAw¢h 2fy2J ).010.18 1719.Ki 1XII.38 1.750.Lb) 6.LWI.c 51K).fy) 1.CiXI.O)

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21 1 A•ll 2022 . 31 2023 Op•nkng bal•v) • IMrt2 In￿fft• 11117 2.8￿,10 119157 1.420.C¢J 215.C EVIE T(•niwt V27.75 7,W.62 M•kn 5,550.OQ 11102 138.Cl) 10.921 Clo•lng •t 3110Y 11J•O.82 C A Warfaw (Lna •nd fmd lo ￿ c(¥iKI

Bullth W•lls Communlty Support LorrERY A¢¢ount l AVN 2021. 31 2Q13 Op•nlng B•l•nc• • 11W22 ia¢tffj Grv Ml 18.7￿.(￿) 621.59 19J21. 1•.321Jg Stsff Co 15.88127 87.32 120. 1.368.05 135.65 38333 1.440.fy) 108.fy1 ,767 Charylr EME Ch•ry•f ¢I￿1n9 8•l•ne• J11W2023 CAW•rl Euffllned •nd Iwnd to be avrn(t C k•￿ck

23 Bullth Wells Communlty Support REDWOOD RESERVES ACCOUNT OPENING 8ALANCE 011412022 65.042.58 Interesi recelved transfer from m•in •C￿nI 1.242.% 25.¢XKI Tr) 16.242.96 26.242.96 91285.54 CLOSING 8ALANCE Q 3113n023 91,285.54 Company 5euelxy C A Wr4lc E¥arnlned io Ix C Kendf*k

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26 WHAT CAN YOU DO? THERE ARE MANY WAYS TO SUPPORT BWCS VOLUNTEER DONATE FUNDRAISE JOIN THE 200+ CLUB LEAVE A GIFT IN YOUR WILL IFYOU WOULD LIKEANY MORE INFORMATION PLEASE CONTACT US ] 01982 553004 07376089217 Builth Wells Info@btsllthc8.co. SuFFort l Groe Street Bullth Wells Powys, LD2 3DW www.IxAlth￿.¢o.uk