| 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 ofthe socially and economically |
||||||
| disadvantaged community ofthe Ovenden ward |
||||||
| of Calderdale 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 ofone of more ofthe 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 benefit, in parlicular, the activities, projects or services identified in the accounts. |
local Primary School and Preschool to support families dealing with multiple issues. We employ one member of staff at 7 hours a week. We had 76contacts 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 3 people on placement and |
|||||
| had 6contacts for employment advice which included |
|||||
| CV writing and job search. 1 has successfully gained |
|||||
| employment. | |||||
| Health and wellbeing: | |||||
| Listening service —we have had 55sessions supporting | |||||
| 13people | |||||
| 26 contacts for the Arts and Crafts with Jenny | |||||
| Lunch club operated twice a month with 63contacts |
|||||
| over the months. | |||||
| General Support —37people 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 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. Working with |
|||||
| North Halifax Partnership we have successfully held 3 |
|||||
| events and had 227 people take part. | |||||
| Charity shop —the charity shop has had 141 contacts. We take all items of clothing and rag what we can' t |
|||||
| resell. Members ofthe community can just come and |
|||||
| take what they need if funds are tight. We also pass |
|||||
| clothes and equipment on to other organisations in the |
|||||
| area. We have helped families fleeing domestic | |||||
| violence with clothing, household goods, toys etc. |
|||||
| Partnership working: |
|||||
| Social Action Halifax —We are part of the 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 | 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. |
||||||
| Staying Well Hub (North Halifax) —we are active |
||||||
| members ofthe Staying Well hub and attend regular |
||||||
| meetings on Zoom. |
||||||
| North Halifax Locality meeting —A group that brings |
||||||
| EYFS providers together to discuss issues in the local |
||||||
| area. | ||||||
| North Halifax Partnership —Various meetings regarding |
||||||
| Cost of Living Crisis etc | ||||||
| Healthy Minds —Working with the area staff member |
on | |||||
| local issues. | ||||||
| First Buses Staff development and Training - supported |
||||||
| on day oftraining on Menopause Matters. |
||||||
| Statement | confirming | Para 1.18 | The Trustees ofStGeorge'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 |
| Policy on | grant making | grant making | grant making | Para 1.38 | |||||
|---|---|---|---|---|---|---|---|---|---|
| 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 including those on the Board ofTrustees. We have had 16volunteers during this report year who |
|||||
| volunteers | facilitate | in the running | of the activities and supporting | ||||||
| the Trust | on the board. | ||||||||
| Other |
| Additional info |
rmation (option |
al) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| This year where we have | worked | independently | and | in | ||||||
| Summary ofthe main |
partnership with other organisations |
to achieve positive | ||||||||
| achievements | ofthe charity, | outcomes for those living | and working | within our | ||||||
| identifying the |
difference the | Para 1.20 | community. | |||||||
| charity's work |
has made to | |||||||||
| the circumstances of its |
The Trust has made 398 | contacts | through | the various | ||||||
| beneficiaries and any wider |
activities/ sessions run. |
|||||||||
| benefits to society as a | ||||||||||
| whole. | Room hire and meetings | has brought | over | 82 contacts. | ||||||
| We have had 76sessions | with our Family | Engagement | ||||||||
| service. | ||||||||||
| 181 have attended activities that |
helps | promote | health | |||||||
| and wellbeing and reduces loneliness |
and | isolation | ||||||||
| 141contacts have had support via the Charity |
shop from | |||||||||
| clothes to a listening ear. | ||||||||||
| At community events and sessions we have had 285 |
||||||||||
| contacts. | ||||||||||
| I person has successfully gained employment |
and we have | |||||||||
| supported 5 others on their |
journey. | |||||||||
| You may choose to include further statements | where relevant about: |
|||||||||
| Achievements objectives set |
against | Para 1.41 | ||||||||
| Performance offundraising activities against objectives |
Para 1.41 | |||||||||
| set | ||||||||||
| Investment performance a ainst ob ectives |
Para 1.41 | |||||||||
| Other |
| inancial review |
inancial review |
|||||
|---|---|---|---|---|---|---|
| Review ofthe charity's | Para 1.21 | At the end ofthe period the charity had 12 months | ||||
| financial position at |
the end | running | costs in monies not including | the fixed assets. | ||
| of the eriod |
||||||
| Statement explaining |
the | Para 1.22 | The charity aims to have at least 3months of operating | |||
| 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 12months | 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 12 months running |
costs in the | |||||||
| uncertainties about the |
account there is always uncertainty | about | the charity | |||||||
| charity continuing as a going |
continuing as a going concern. Since the |
pandemic | we | |||||||
| concern | are still doing zoom meetings etc so no | room hire. | ||||||||
| Organisations are doing online training |
instead of again | |||||||||
| using us for room hire. We are constantly | looking | at how | ||||||||
| we can im rove 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 charities principal sources offunds the charity shop and grant funding for 12months |
are | |||||||
| sources offunds (including | running costs from 4 sources. |
|||||||||
| 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 to continue does within the area. |
the valuable | work | it | |||||
| Other |
| Structure, governance |
and manag | ement | |||||
|---|---|---|---|---|---|---|---|
| Description of charity's |
|||||||
| trusts: | |||||||
| Type ofgoverning document: |
Para 1.25 | The governing documents |
for the | Trust are | |||
| for example, trust deed, |
memorandum | and articles ofassociation. | |||||
| memorandum and articles of |
|||||||
| association etc | |||||||
| How is the charity | Para 1.25 | The charity | is a company | limited | by guarantee. | ||
| constituted? | |||||||
| for example limited company, |
|||||||
| unincorporated association, |
|||||||
| CIO | |||||||
| 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 |
| Contents | Page | ||
|---|---|---|---|
| Trustees' | report | 2 to 4 | |
| Examiner's | report | ||
| Statement | offinancial | activities | |
| Balance sheet | |||
| Notes to the accounts | 8to 12 |
| Notes | |||||||
|---|---|---|---|---|---|---|---|
| 2022 | 2022 | 2021 | 2021 | ||||
| Unrestricted | Restricted | Total | Total | ||||
| funds | funds | funds | funds | ||||
| E | E | ||||||
| Income from: | |||||||
| Grants and | donations | 5,000 | 18,999 | 23,999 | 690 | ||
| Salary recharge | 9,900 | ||||||
| Catering recharge |
160 | 160 | |||||
| Photocopier | recharge | 1,302 | 1,302 | 1,153 | |||
| Room hire | 2,680 | 2,680 | 2,430 | ||||
| Other income | 1,766 | 1,766 | 1,966 | ||||
| Total income | 10,908 | 18,999 | 29,907 | 16,139 | |||
| Expenditure | on: | ||||||
| Salaries and | NI | (3) | 17,082 | 17,082 | 17,992 | ||
| Volunteer Expenses |
|||||||
| Photocopier | 431 | 431 | 479 | ||||
| Sage | 173 | 173 | 173 | ||||
| Telephone | 298 | 298 | 303 | ||||
| DBS | |||||||
| Companies | House | 13 | 13 | 13 | |||
| Sundries | 339 | 339 | 236 | ||||
| Rent | 3,050 | 3,050 | 3,000 | ||||
| Resources | |||||||
| Insurance | 235 | 235 | |||||
| Utitlies | 1,436 | 1,436 | 1,879 | ||||
| Staff training | |||||||
| Other | 40 | 40 | 167 | ||||
| Total expenditure | 23,097 | 23,097 | 24,242 | ||||
| Net income | I(expenditure) | 6,810 | 6,810 | (8,104) | |||
| Transfers between funds |
|||||||
| Net movement | in funds | 6,810 | 6,810 | (8,104) | |||
| Fund balances | brought. forward | ~21,247 | ~21,247 | ~13,143 | |||
| Fund balances | carried forward | (4) | (14,437) | (14,437) | (21,247) |
| St George's Community | Trust Limited | Trust Limited | |||
|---|---|---|---|---|---|
| Balance sheet | |||||
| as at 30November 2022 | 2022 | 2022 | 2022 | 2021 | |
| Unrestricted | Restricted | Total | Total | ||
| F | E | ||||
| Fixed assets | |||||
| Tangible assets | (5) | 1,897 | 1,897 | 3,236 | |
| Total fixed assets | 1,897 | 1,897 | 3,236 | ||
| Current assets | |||||
| Debtors and prepayments | (6) | 276 | 11,964 | 12,240 | 6,500 |
| Cash at bank and in hand |
(7) | 2,437 | 2,437 | 7,426 | |
| Total current assets | 2,713 | 11,964 | 14,677 | 13,926 | |
| Current liabilities: | |||||
| amounts falling due within one year |
|||||
| Creditors and accruals | (6) | 98 | 98 | 454 | |
| Total current liabilities | 98 | 98 | 454 | ||
| Net current assets I(liabilities) | 14,579 | 14,579 | 13,472 | ||
| Total assets less current liabilities | 16,476 | 16,476 | 16,708 | ||
| Net assets | 16,476 | 16,476 | 16,708 | ||
| Funds | |||||
| Unrestricted funds |
(14,437) | (14,437) | (21,247) | ||
| Restricted funds |
|||||
| Endowment funds |
|||||
| Total funds | (14,437) | (14,437) | (21,247) |
| 2 | Grants and donations | 2022 | 2022 | 2022 | 2021 |
|---|---|---|---|---|---|
| Unrestricted | Restricted | Total | Total | ||
| funds | funds | funds | funds | ||
| F | E | ||||
| Donation | 1,035 | 1,035 | 190 | ||
| National Lottery |
9,464 | 9,464 | |||
| Ward Forum Grant | 480 | 500 | 500 | ||
| CFFC | 8,000 | 8,000 | |||
| StGeorge Martin Trust | 5,000 | 5,000 | |||
| 5,0DD | 18,979 | 23,999 | 690 | ||
| 3 | Staff costs and numbers | 2022 | 2021 | ||
| Gross salaries | 16,058 | 16,881 | |||
| Social security costs | 1,023 | 1,111 | |||
| Employment allowance |
|||||
| Pensions | |||||
| 17,081 | 17,992 |
| Fund | 1 |
|---|---|
| Fund | 2 |
| Fund | 3 |
| Fund | 4 |
| Fund | 5 |
| 5 | Tangible assets | Tangible assets | ||
|---|---|---|---|---|
| Total | ||||
| Cost | F | E | ||
| At 1 December | 2021 | 3,236 | 4,702 | |
| Additions | ||||
| Disposals | ||||
| At 30 November | 2022 | 3,236 | 4,702 | |
| ~oe reciation | ||||
| At 1 December | 2021 | 1,339 | 1,466 | |
| Depn reversed | re. disposals | |||
| Charge for year | ||||
| At 30 November | 2022 | 1,339 | 1,466 | |
| Net book value | ||||
| At 30 November | 2022 | 1,897 | 3,236 | |
| At 30 November | 2021 | 3,236 | 4,702 | |
| 6 | Debtors and prepayments | 2022 | 2021 | |
| F | F | |||
| Debtors | 276 | |||
| Prepayments | 11,964 | |||
| 12,240 | ||||
| 7 | Cash at bank and in hand | 2022 | 2021 | |
| Baraclays | 2,437 | 13,926 | ||
| 2,437 | 13,926 | |||
| 8 | Creditors and accruals | 2022 | 2021 | |
| F | ||||
| Loans and overdrafts | ||||
| Creditors | 98 | 454 | ||
| Accruals | ||||
| 98 | 454 | |||
| Security over assets |
| 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 of investments agreeing |
with SOFA and Balance sheet | |||||||||
| Analysis of investments | Market value | Income | in | |||||||
| at year end | the year | |||||||||
| E | 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 ofthe | 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: | |||||||
| The effective date ofthe | revaluation |
| 2022 | 2021 | 2022 | 2021 | 2022 | 2021 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Unrestricted | Unrestricted | Restricted | Restricted | Total | Total | ||||
| funds | funds | funds | funds | funds | funds | ||||
| F | E | F | E | E | |||||
| Income | |||||||||
| Grants and | donations | 5,000 | 690 | 18,999 | 23,999 | 690 | |||
| Salary recharge | 9,900 | 9,900 | |||||||
| Catering recharge |
160 | 160 | |||||||
| Photocopier | recharge | 1,302 | 1,153 | 1,302 | 1,153 | ||||
| Room Hire | 2,680 | 2,430 | 2,680 | 2,430 | |||||
| Other income | 1,766 | 1,966 | 1,766 | 1,966 | |||||
| Total income | 10,908 | 16,139 | 18,999 | 29,907 | 16,139 | ||||
| Expenditure | |||||||||
| Salaries and | Nl | 17,082 | 17,992 | 17,082 | 17,992 | ||||
| Volunteer expenses | |||||||||
| Photocopier | 431 | 479 | 431 | 479 | |||||
| Sage | 173 | 173 | 173 | 173 | |||||
| Telephone | 298 | 303 | 298 | 303 | |||||
| DBS | |||||||||
| Companies | House | 13 | 13 | 13 | 13 | ||||
| Sundries | 339 | 236 | 339 | 236 | |||||
| Rent | 3,050 | 3,000 | 3,050 | 3,000 | |||||
| Resources | |||||||||
| Insurance | 235 | 235 | |||||||
| Utitlies | 1,436 | 1,879 | 1,436 | 1,879 | |||||
| Other costs | 40 | 167 | 40 | 167 | |||||
| Total expenditure | 23,097 | 24,242 | 23,097 | 24,242 | |||||
| Net income | I(expenditure) | 6,810 | (8,104) | 6,810 | (8,104) | ||||
| Transfers between funds |
|||||||||
| Net movement | in funds | ||||||||
| Fund balances | brought | forward | ~21,247 | ~13,143 | |||||
| Fund balances | carried | forward | (14,437) | (21,247) | (14,437) | (21,247) |
| ~ ~ ~ ~ ~ |
|||||
|---|---|---|---|---|---|
| Report tothe trustees/directors/ |
StGeorge's Community Trust Halifax HX3 5EB |
||||
| members | of | ||||
| On accounts | for | the year ended |
30November 2022 |
||
| Charity no.: 1&~8& Company no.: 08768049 |
|||||
| Setout on pages | |||||
| I report to the charity trustees on my examination ofthe accounts of |
the | ||||
| Company for the year ended | |||||
| Responsibilities | and | As the charity's trustees ofthe Company (who are also the directors |
ofthe | ||
| basis ofreport | company for the purposes ofcompany law), you are responsible for |
the | |||
| preparation ofthe accounts in accordance with the requirements ofthe |
|||||
| Companies Act 2006 ("the 2006Act"). |
|||||
| Having satisfied myself that the accounts ofthe Company are not required |
|||||
| to be audited for this year under Part 16ofthe 2006 Act and are eligible for |
|||||
| independent examination, I report in respect of my examination ofyour |
|||||
| charity's accounts as carried out under section 145ofthe Charities Act 2011 | |||||
| ("the 2011Act"). In carrying out my examination, I have followed the |
|||||
| Directions given by the Charity Commission (under section 145(5)(b)ofthe |
|||||
| 2011Act. | |||||
| Independent | |||||
| examiner's | statement | me of | |||
| applicable listed body]]. De |
|||||
| I have completed my examination. I confirm that no material matters |
have | ||||
| come to my attention which gives |
me | ||||
| cause to believe that: | |||||
| ~ accounting records were not kept in accordance with section 386ofthe |
|||||
| Companies Act 2006; or |
|||||
| ~ the accounts do not accord with such records; or | |||||
| ~ the accounts do not comply with relevant accounting requirements |
under | ||||
| section 396ofthe Companies Act 2006 other than any requirement that the |
|||||
| accounts give a 'true and fair' view which is not a matter considered | as part | ||||
| ofan independent examination; or |
|||||
| ~the accounts have not been prepared in accordance with the Charities |
|||||
| SORP (FRS102). |