## **Trustees’ Annual Report for the period** **From 01 April 2020 Period start date To 31[st] March 2021 Period end date** ## **Charity name: Shap Community Enterprise** ## **Charity registration number: 1160193** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To advance charitable purposes in the**
**civil Parishes of Shap & Shap rural as**
**the trustees see fit, through the**
**provision of grants and other**
**assistance.**| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**We continue to run the charity shop in**
**the centre of Shap and our regular**
**weekly lunch service which attracts**
**local residents for lunch and**
**socialising.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The trustees have due regard to the**
**guidance issued by the Charity**
**Commission on public benefit.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**Grant making policy remains the same**
**as we submitted our application for**
**registration as a charity in 2015**| |Policy on social investment
including program related
investment|Para 1.38|**n/a**| |Contribution made by
volunteers|Para 1.38|**The charity operates with approx. 42**
**volunteers – most of whom are over**
**retirement age, they also benefit from**
**social contact a sense of purpose and**
**pride in the organisation.**| |Other||| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**During this financial year of operation**
**grants have been made to the total of**
**£5863**
**Beneficiaries include –**
**Shap C of E Primary School**
**St Michael’s Church**
**Shap Court House Community Hub**
**Shap Gardening Club**
**We intend to continue to respond to**
**applications for funding from local**
**organisations as appropriate.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|**n/a**| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|**n/a**| |Investment performance
against objectives|Para 1.41|**n/a**| |Other||**n/a**| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**The charity is in a strong financial**
**position at the end of the period**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**n/a**| |Amount of reserves held|Para 1.22|**Nil**| |Reasons for holding zero
reserves|Para 1.22|**n/a**| |Details of fund materially in
deficit|Para 1.24|**n/a**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**none**| |**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:| |---|---|---| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**Our income is from the charity shop and**
**Monday lunch club**| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**n/a**| |A description of the principal
risks facing the charity|Para 1.46|**n/a**| |Other||**n/a**| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Trust deed memorandum and articles of**
**association etc.**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**C I O**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Trustees are appointed by invitation**
**following discussion by the existing**
**trustees.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|**n/a**| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**N/a**| |Relationship with any related
parties|Para 1.51|**n/a**| |Other||**n/a**| ## **Reference and Administrative details** |Charity name|Shap Community Enterprise| |---|---| |Other name the charity uses|n/a| |Registered charity number|1160193| |Charity’s principal address|Second Chance Charity Shop
Verdun House,
Main Street,
Shap
CA10 3NG| ||| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||Derrick Newsome|Chairman||| ||Elaine Allison|Secretary||| ||John Baird|||| ||Robert Poulson|||| ||Katie Chappell|||| ||Seb Grose||Feb 2020 to date|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name n/a** Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |**n/a**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of**
**adviser**
**Name**
**Address**|**Type of**
**adviser**
**Name**
**Address**|**Type of**
**adviser**
**Name**
**Address**| |---|---|---| |**n/a**||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **n/a** ## **Other optional information** **n/a** Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) Alison Forman Full name(s) Position (eg Secretsry, Chair, etc) Derrick Newsome Chairman Treasurer Date 2211112021 2211112021 CHARITY COMMISSION FOR ENGLAND AND WALES Iiy Shap Communlty Errterprise Receipts and payments accounts CC16a For the perfod from To 01.04.2020 31.03.2021 Section A Receipts and payments Unrestrficted funds Restricted funds Endowment funds Totsl funds Last year to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Recel ts Charity Shop Sales Lunch Club & Pop Up shop Other Income Grants 4,082 6,755 196 19,669 4,082 6.755 196 19,669 Sub total (Gross income for AR) 30.702 30,702 A2 Asset and Investment sales, (see table). Sub total 30,702 30,702 A3 Payments Grants Awarded Petty Cash Expenditure (renuelectric etc) 5,863 95 9.914 5,863 9,914 Sub total 15,872 15,872 A4 Asset and investment purchases. (see table) Sub totsl 15,872 15,872 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 14.83 14,83 14,83 14,830 CCXX R1 accounts (SS) 2211112021 Section B Statement of as-sets and liabilities at the end of the period Unrestrlcted funds to nearEst £ Restrlcted funds to neaTPSt £ Endowment funds to nearest £ Categorles Details B1 Cash funds Bank Balar￿e at end of 31 st Matt* 2021. 37,877 Total cash funds 37,877 c