##
##
##
|Objectiv|es
and activ|itie|s||||
|---|---|---|---|---|---|---|
||||SORP reference||||
|Summary|ofthe purposes|of|Para 1.17|The objects ofthe Company
are to advance citizenship|||
|the charity|as set out in its|||and community
development
within the Ovenden
ward|||
|governing|document|||of Calderdale
Metropolitan
Borough Council
in West|||
|||||Yorkshire,
England,
its adjoining
wards and any|||
|||||successor wards:|||
|||||a)|To develop the capacity and skills ofthe||
||||||members
of the socially and economically||
||||||disadvantaged
community
ofthe Ovenden
ward||
||||||ofCalderdale
Metropolitan
Borough Council|in|
||||||West Yorkshire
and the surrounding
area in||
||||||such a way that they are better able to identify,||
||||||and help meet, their needs and to participate||
||||||more fully
in society.||
|||||b)|To advance
in life and relieve needs offamilies||
||||||and community
through:||
||||||(i)The provision
offacilities and support
in the||
||||||interest ofsocial welfare, designed
to improve||
||||||their conditions
of life;||
||||||(ii) Providing
support
and activities which||
||||||develop
their skills, capacities and capabilities|to|
||||||enable them to participate
in society.||
|||||c)|To promote social inclusion
for the public benefit||
||||||by preventing
people from becoming
socially||
||||||excluded,
relieving
the needs ofthose people||
||||||who are socially excluded
and assisting
them|to|
||||||integrate
into society.||
|||||For the purpose
ofthis clause 'socially excluded'
means|||
|||||being excluded
from society, or parts ofsociety, as a|||
|||||result of one of more of the following
factors:|||
|||||unemployment;
financial
hardship;
youth or old age;||ill|
|||||health|(physical
or mental); substance
abuse or||
|||||dependency
including
alcohol and drugs; discrimination|||
|||||on the|rounds
ofsex, race, disabilit,
ethnic ori
in,||
||||||religion,
belief, creed, sexual orientation
or gender re-|
|---|---|---|---|---|---|
||||||assignment;
poor educational
or skills attainment;|
||||||relationship
and family breakdown;
poor housing
(that is|
||||||housing
that does not meet basic habitable
standards;|
||||||crime (either as a victim of crime or as an offender
rehabilitating
into society). "|
|Summary
activities||of the main
in relation to those||Para 1.17and
1.19|Families, Children
and young people:
We offer a Family Engagement
Service working
with the|
|purposes||for the public|||local Primary
School and Preschool to support families|
|benefit,|in particular,||the||dealing
with multiple
issues.
We employ one member|
|activities,||projects or|services||of staff at 7 hours a week.
We had 91 contacts|
|identified||in the accounts.|||supporting
issues including
schooling,
housing,
and|
||||||social care needs.|
||||||Training
and employability:|
||||||We offer work placements
at the House and within the|
||||||preschool.
We have had 5 people on placement
and|
||||||had 43contacts for employment
advice which included|
||||||CV writing
and job search. 2 have successfully
gained|
||||||employment.|
||||||Health and wellbeing:|
||||||Due to the Covid -19 pandemic
we haven't
been able to|
||||||have all our groups
running,|
||||||Listening
service —we have had 67sessions.|
||||||Connections
(Women Only) —27 contacts for our|
||||||'Talking
Menopause'
meetings.|
||||||General Support —67 people had access to general|
||||||support
around
benefits e.g. PIP, referrals for|
||||||Counselling,
supporting
with funeral
arrangements,|
||||||getting people with disabilities
'Blue badges'.|
||||||Environmental:|
||||||We manage
StGeorges House to be used by the|
||||||community.
Due to the Pandemic,
we have only had|
||||||Calderdale
Council use the premises
and held a|
||||||'Recycling'
event with North
Halifax partnership
and 7|
||||||other organisations
to which 106members
ofthe local|
||||||community
attended.
The event also involved
a litter|
||||||pick around
the area and park.|
||||||We are part of 'Friends of Shroggs Park'.
A group of|
||||||local residents
and organisations
that meet together to|
||||||discuss issues around the park and how these can be|
||||||resolved.
Working together to do clean ups and provide|
||||||resources for the park where appropriate.|
||||||Partnership
working:|
||||||Social Action Halifax —We are part ofthe steering
group|
||||||and are working
closely with the staff members
to seek|
||||||the local communities'
views.|
||||||Lee Mount Primary School —We work closely with the|
||||||school to support
with Family Engagement
and organise|
||||||training
for the staff with the deputy
head teacher.|
|charity continuing
as a|going||pandemic|and not having|and not having|the income from room|the income from room|hire etc|hire etc|
|---|---|---|---|---|---|---|---|---|---|
|concern|||and not being able to claim any||||support towards|running||
||||costs. We|are constantly||looking|at how we can|improve||
||||our financial
sustainabilit|||.||||
|Additional
information|(optional)|||||||||
|You ma
choose to include further statements|||where relevant
about|||||||
|The charity's
principal||Para 1.47|Currently,
the charity|the charities
principal
sources offunds
shop and grant funding
for 6 months||||are
running||
|sources offunds
(including|||costs from|3sources.||||||
|any fundraising)||||||||||
|Investment
policy and
objectives
including
any||Para 1.46||||||||
|social investment
policy||||||||||
|ado ted||||||||||
||||The principal
risks facing|||the charity is being unable to||||
|A description
ofthe principal
risks facing the charity||Para 1.46|gain successful
funding
does within the area.||to continue the valuable|||work|it|
|Other||||||||||
##
|Description
of charity's||||||||||
|---|---|---|---|---|---|---|---|---|---|
|trusts:||||||||||
|Type of governing
document:|||Para 1.25|The governing
documents||for the||Trust are||
|for example,
trust deed.||||memorandum|and articles ofassociation.|||||
|niemor
ndulll
Blld article|*.|Of||||||||
|'.ssociation etc||||||||||
|How is the charity|||Para 1.25|The charity|is a company|limited|by guarantee.|||
|constituted?||||||||||
|for example
limited
co,ape.'Il)'.||||||||||
|UI1lllcorpol Bted Bssoclattel||I,||||||||
|CIG||||||||||
|Trustee selection methods|||Para 1.25|The Trustees are selected||at the|AGM by the members.|||
|including
details of any||||The PCC of|St George's Church,|||Ovenden|are entitled|
|constitutional
provisions e.g.||||under the Trust's memorandum|||and articles||of|
|election to post or name of||||association|to appoint one trustee.|||||
|any person or body entitled||||||||||
|to appoint one or more||||||||||
|trustees||||||||||
|Policies|and procedures||Para 1.51|
|---|---|---|---|
|adopted|for the induction|and||
|training|oftrustees|||
|The charity's
organisational|||Para 1.51|
|structure|and an
wider|||
##
##
##
##
|||This has been a busy year where we|This has been a busy year where we|This has been a busy year where we|This has been a busy year where we|have|worked|worked|
|---|---|---|---|---|---|---|---|---|
|Summary
ofthe main||independently
and|in partnership||with|other|||
|achievements
ofthe charity,||organisations
to achieve||positive|outcomes||for|those|
|identifying
the difference the|Para 1.20|living and working|within|our community.|||||
|charity's
work has made to|||||||||
|the circumstances
of its||The Trust has made 691||contacts through|||the|various|
|beneficiaries
and any wider||activities/
sessions|run.||||||
|benefits to society as a|||||||||
|whole.||Room hire and meetings||has brought||over|59contacts.||
|||We have had 91sessions||with our Family|||Engagement||
|||service.|||||||
|||192have attended|activities that||helps|promote||health|
|||and wellbeing
and|reduces loneliness|||and|isolation||
|||259 contacts have had support
via the Charity|||||shop|from|
|||clothes to a listening|ear.||||||
|You may choose to include further statements||where relevant
about:|||||||
|Achievements
against
objectives set|Para 1.41||||||||
|Performance
offundraising
activities against objectives|Para 1.41||||||||
|set|||||||||
|Investment
performance
a ainst ob ectives|Para 1.41||||||||
|Other|||||||||
##
|Financial
review|Financial
review|||||||||
|---|---|---|---|---|---|---|---|---|---|
|Review ofthe charity's|||Para 1.21|At the end ofthe period the|||charity|had 6 months||
|financial
position at|the end|||running
costs in monies not|||including||the fixed assets.|
|ofthe period||||||||||
|Statement
explaining|the||Para 1.22|The charity aims to have||at|least 3|months ofoperating||
|policy for holding
reserves||||finances|in reserve.|||||
|stating
why they are|held|||||||||
|Amount
ofreserves|held||Para 1.22|Zero||||||
|Reasons for holding|zero||Para 1.22|Due to only having 6 months|||running||costs in the|
|reserves||||account||||||
|Details offund
materially||in|Para 1.24|||||||
|deficit||||No funds|were materially|in|deficit.|||
|Explanation
of any|||Para 1.23|With only|having 6 months|running||costs in the account||
|uncertainties
about the||||there is always
uncertainty||about the|||charity continuing|
|||||as a
oin|concern es eciall||in the||times ofthe|
||||||Staying Well Hub (North|Staying Well Hub (North||Halifax) —we are active|Halifax) —we are active|
|---|---|---|---|---|---|---|---|---|---|
||||||members
ofthe Staying||Well hub and attend
regular|||
||||||meetings
on Zoom.|||||
|Statement||confirming||Para 1.18|The Trustees ofSt|George's Community|||Trust Ltd have|
|whether|the trustees||have||seen the guidance|issued||by the Charity|commission|
|had regard||to the guidance|||(September 2013)|on Public Benefit and|||believe that the|
|issued|by the Charity||||Trust is fully meeting
this|||in its activities.||
|Commission||on public||||||||
|benefit||||||||||
##
|You ma
choose to|You ma
choose to|You ma
choose to|include|further statements|where relevant|where relevant|about:||||
|---|---|---|---|---|---|---|---|---|---|---|
|||||SORP reference|||||||
|||||Para 1.38|||||||
|Policy on|grant making||||||||||
|Policy on|social investment|||Para 1.38|||||||
|including|program||related||||||||
|investment|||||||||||
||||||The Trust recognises that||||it won't|run with the support of|
|Contribution||made|by|Para 1.38|its Volunteers
We have had||including
those on the Board ofTrustees.
12volunteers
during
this report year who||||
|volunteers|||||facilitate|in the running||ofthe activities and supporting|||
||||||the Trust|on|the board.||||
|Other|||||||||||
##
##
##
##
##
|Contents|||Page|
|---|---|---|---|
|Trustees'|report||2 to 4|
|Examiner's|report|||
|Statement|of financial|activities||
|Balance sheet||||
|Notes to the accounts|||8 to 12|
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##
|||||Notes|||||
|---|---|---|---|---|---|---|---|---|
||||||2021|2021|2021|2020|
||||||Unrestricted|Restricted|Total|Total|
||||||funds|funds|funds|funds|
||||||E||||
|Income from:|||||||||
|Grants and|donations||||690||690|3,300|
|Salary recharge|||||9,900||9,900|17,134|
|Catering
recharge||||||||25|
|Photocopier|recharge||||1,153||1,153|551|
|Room hire|||||2,430||2,430|3,940|
|Other income|||||1,966||1,966|2,992|
|Total income|||||16,138||16,139|27,942|
|Expenditure|on:||||||||
|Salaries and|Nl|||(3)|17,992||17,992|18,257|
|Volunteer
Expenses|||||||||
|Photocopier|||||479||479|908|
|Sage|||||173||173|169|
|Telephone|||||303||303|477|
|DBS|||||||||
|Companies|House||||13||13|13|
|Sundries|||||236||236|170|
|Rent|||||3,000||3,000|1,500|
|Resources|||||||||
|TV Licence|||||||||
|Insurance|||||||||
|Utitlies|||||1,879||1,879|2,900|
|Staff training|||||||||
|Other|||||167||167|1,125|
|Total expenditure|||||24,242||24,242|25,519|
|Net income|I(expenditure)||||(8,104)||(8,104)|2,423|
|Transfers
between funds|||||||||
|Net movement||in funds|||(8,104)||(8,104)|2,423|
|Fund balances||brought|forward||~13,143||~13,143|~15,566|
|Fund balances||carried|forward|(4)|(21,247)||(21,247)|(13,143)|
|St George's Community|St George's Community|Trust Limited|Trust Limited||||
|---|---|---|---|---|---|---|
|Balance sheet|||||||
|as at 30 November|2021||2021|2021|2021|2020|
||||Unrestricted|Restricted|Total|Tota|
|||||F|||
|Fixed assets|||||||
|Tangible assets|||3,236||3,236|4,702|
|Total fixed assets|||3,236||3,236|4,702|
|Current assets|||||||
|Debtors and prepayments||(6)|6,500||6,500|6,400|
|Cash at bank and
in hand||(7)|7,426||7,426|8,763|
|Total current assets|||13,926||13,926|15,163|
|Current
liabilities:|||||||
|amounts
falling due within one year|||||||
|Creditors and accruals||(6)|454||454|689|
|Total current
liabilities|||454||454|689|
|Net current assets I (liabilities)|||13,472||13,472|14,474|
|Total assets less current|liabilities||16,708||16,708|19,176|
|Net assets|||16,708||16,708|19,176|
|Funds|||||||
|Unrestricted
funds|||(21,247)||(21,247)|(18,210)|
|Restricted funds||||||5,067|
|Endowment
funds|||||||
|Total funds|||(21,247)||(21,247)|(13,143)|
##
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##
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##
##
##
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##
##
##
##
##
##
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##
|2|Grants|and|donations|2021|2021|2021|2020|
|---|---|---|---|---|---|---|---|
|||||Unrestricted|Restricted|Total|Total|
|||||funds|funds|funds|funds|
|||||E|F|E||
||Donation|||190||190||
||Mothers|Union|||||100|
||National|Lottery|||||3,200|
||Ward Forum||Grant|500||500||
|||||890||690|3,300|
|3|Staff costs||and numbers|||2021|2020|
||Gross salaries|||||16,881|17,370|
||Social security costs|||||1,111|887|
||Employment||allowance|||||
||Pensions|||||||
|||||||17,992|18,257|
##
|2021|2020|
|---|---|
||F|
|4|Restricted|Restricted|funds|Balance b/f|Incoming|Outgoing||Transfers|Balance c/f|
|---|---|---|---|---|---|---|---|---|---|
|||||E|F||F||F|
||Fund|1|||||||4,081|
||Fund|2||6,400||||||
||Fund|3||||||||
||Fund|4||||||||
||Fund|5||||||||
|||||6,400|||||4,081|
||Fund|name||Purpose of|restriction|||||
##
##
##
|for the year ended 30November 2021|for the year ended 30November 2021|||
|---|---|---|---|
|5 Tangible assets||||
||||Total|
|Cost||F||
|At 1 December|2020|3,236|4,702|
|Additions||||
|Disposals||||
|At 30 November|2021|3,236|4,702|
|~De reciation||||
|At 1 December|2020|1,466||
|Depn reversed|re. disposals|||
|Charge for year||||
|At 30 November|2021|||
|Net book value||||
|At 30 November|2021|3,236|4,702|
|At 30 November|2020|4,702|4,702|
|6 Debtors and prepayments||2021|2020|
||||F|
|Debtors||||
|Prepayments|||6,400|
||||6,400|
|7 Cash at bank and in hand||2021|2020|
|||E|E|
|Baraclays||13,926|8,763|
|||13,926|8,763|
|8 Creditors and accruals||2021|2020|
|Loans and overdrafts||||
|Creditors||454|689|
|Accruals||||
|||454|689|
##
##
##
##
|2021|2020|
|---|---|
|F||
##
##
|Remuneration|Remuneration|Remuneration|and|and|benefits|||||2021|2020|
|---|---|---|---|---|---|---|---|---|---|---|---|
|Name|of|trustee||or|related|party||Legal authority||||
|Trustee|1|||||||Governing|document|||
|Trustee|2|||||||Governing|document|||
|Loans||||||||||2021|2020|
||||||||||||E|
|Name oftrustee||||or|related|party||Legal authority||||
|Trustee|1|||||||Governing|document|||
|Trustee|2|||||||Governing|document|||
|Other transactions|||||with trustees or||related|parties||2021|2020|
|Name oftrustee|||||Relationship||to|Description|oftransaction|||
|or related||party|||charity|||||||
|Trustee|2|||||||||||
|Trustee|2|||||||||||
||Carrying
(market) value|at beginning|ofyear|ofyear|ofyear|||||
|---|---|---|---|---|---|---|---|---|---|
||Add: additions
to investments
at cost|||||||||
||Less: disposals at carrying
value|||||||||
||Add
/ (deduct): net gain|/ (loss) on revaluation||||||||
||Carrying
(market) value|at end ofyear||||||||
||Breakdown ofinvestments
agreeing|||with SOFA||and Balance sheet||||
||Analysis
of investments||||||Market value|Income|in|
||||||||at year end|the year||
||||||||E|||
||Investment
properties|||||||||
||Investments
listed on a recognised||stock||exchange,|funds or trusts||||
||Investments
in subsidiary|undertakings||||||||
||Securities
not listed on a recognised||stock exchange|||||||
||Cash held as part of the|investment|portfolio|||||||
||Other investments|||||||||
||Total|||||||||
||Material investment
holdings
(5%of|||total investments)||||||
||Investment
held|||||||||
||Market value|||||||||
||Grant making|||||||||
||Total value ofgrants||||||Grants to|Grants to||
||||||||institutions|individuals||
||Purpose for which grants were made||||||||F|
||Total|||||||||
|10|Operating
leases|||||||||
||Expected future
minimum|lease payments|||over the remaining|||||
||life ofthe lease, analysed|into the period|||in which the|||||
||commitment
falls due:|||||||||
||Within one year|||||||||
||In the second to fifth years inclusive|||||||||
||Over five years from the|balance sheet date||||||||
||Revaluation|||||||||
||Ifan accounting
policy of|revaluation|is adopted, please provide:|||||||
##
|||||2021|2020|2021|2020|2021|2020|
|---|---|---|---|---|---|---|---|---|---|
|||||Unrestricted|Unrestricted|Restricted|Restricted|Total|Total|
|||||funds|funds|funds|funds|funds|funds|
|||||F||E||E||
|Income||||||||||
|Grants and|donations|||690|100||3,200|690|3,300|
|Salary recharge||||9,900|17,134|||9,900|17,134|
|Catering
recharge|||||25||||25|
|Photocopier|recharge|||1,153|551|||1,153|551|
|Room Hire||||2,430|3,940|||2,430|3,940|
|Other income||||1,966|||2,992|1,966|2,992|
|Total income||||16,139|21,750||6,192|16,139|27,942|
|Expenditure||||||||||
|Salaries and|Nl|||17,992|18,257|||17,992|18,257|
|Volunteer expenses||||||||||
|Photocopier||||479|908|||479|908|
|Sage||||173|169|||173|169|
|Telephone||||303|455|||303|477|
|DBS||||||||||
|Companies|House|||13|13|||13|13|
|Sundries||||236|170|||236|170|
|Rent||||3,000|1,500|||3,000|1,500|
|Resources||||||||||
|TV Licence||||||||||
|Insurance||||||||||
|Utitlies||||1,879|2,900|||1,879|2,900|
|Other costs||||167|||1,125|167|1,125|
|Total expenditure||||24,242|24,372||1,125|24 242|25 519|
|Net income|I(expenditure)|||(8,104)|(2,622)||5,067|(8,104)|2,423|
|Transfers
between funds||||||||||
|Net movement||in funds||(8,104)|(2,622)||5,067|(8,104)|2,423|
|Fund balances||brought|forward|~13,143|~12,669|||~13,143|~15,566|
|Fund balances||carried|forward|(21,247)|(15,311)||5,067|(21,247)|(13,143)|
##
##
##