## **Trustees’ Annual Report for the period**
**From Period start date 01.03.2020 To Period end date 28.09.2021**
**Charity name: Horseman’s Green Community Group (HGCG) Charity registration number: 1165691**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 To provide a community hall
purposes of the charity within the hamlet for the use of
as set out in its residents of Horseman’s Green,
governing document Wrexham County Borough and
those in surrounding areas.
To secure the establishment of a
community building and
equipment, and to maintain and
manage same in furtherance of
these objects.
Summary of the main Para 1.17 and The Trustees strongly believe
1.19
activities in relation to that a community needs a
those purposes for the Community Hall on which to build
public benefit, in the cohesion of the community.
particular, the activities, HGCG purchased the building,
projects or services originally a scout hut, with a
identified in the grant from the National Lottery.
accounts.
Events and activities are
arranged in the Community Hall
for residents of HG and those in
the wider community, and in
order to be all inclusive some of
these events and activities are
free of charge.
Many local groups use the Hall as
their meeting point, this is an
area the Trustees hope to
develop further.
Due to Covid restrictions during
this report period, Trustees and
local groups have been unable to
use the Hall for much of the past
12 months but hope to build
again, the use of the Hall in the
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coming 12 months.
Statement confirming Para 1.18 The Trustees ensure they work to
whether the trustees the guidance issued by the
have had regard to the Charity Commission.
guidance issued by the
Charity Commission on To guide Trustees in exercising
public benefit their duty of care the following
policy statements have been
adopted: Health & Safety Policy &
Risk Assessment; Safeguarding
Policy; Equal Opportunities
Policy: Volunteering Policy;
Trustee Terms of Reference:
Management Team Roles & Terms
of Reference; Handling Cash &
Donations: Acceptance & Refusal
of Cash & Donations;
Accountancy & Transparency
Guidance, Data Protection Policy
& Procedure; Hall Hiring
Agreement; Covid Risk
Assessment; Covid Hall Hiring
Agreement.
All policies are reviewed annually
or as agreed by the Trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about: SORP reference
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SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social
investment including
program related
investment
The activities and events are
Para 1.38 managed and run by local
Contribution made by volunteers. The Trustees and
volunteers Management Team are also
volunteers.
In the past, the range of skills
and expertise has been
overwhelmingly matched by the
enthusiasm and energy of local
people to host and attend events
and activities; Trustees are
confident that once Covid
restrictions are lifted the
community will again come
together to run and maintain the
hall and to enjoy the events and
activities available.
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Other
## **Achievements and Performance**
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SORP reference
Summary of the main The Management Team, made up
achievements of the of the Trustees and a number of
charity, identifying the volunteer residents, continues to
difference the charity’s Para 1.20 manage the Community Hall,
work has made to the albeit in a reduced manner due to
circumstances of its Covid restrictions.
beneficiaries and any
wider benefits to society For most of this period - due to
as a whole. these restrictions - the Trustees
have not been able to continue
their work raising funds for hall
maintenance and to future proof
the building. However, a number
of ‘at our gate’ events were
organised by volunteers where
social distancing could be
maintained, whilst being able to
greet neighbours and raise funds
for a number of charities.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
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agai nst objectives
other
## **Financial Review**
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Review of the charity’s Para 1.21
financial position at the
end of the period
Statement explaining Para 1.22 Where money has been raised for
the policy for holding a specific purpose, for example
reserves stating why ‘at our gate’ events for Poppy
they are held Day Appeal and MacMillan, it is
kept in a restricted reserve
account for that purpose.
Otherwise, money raised is kept
in an unrestricted reserve.
The Trustees propose to maintain
the charity’s reserves at a level
at least equivalent to six months’
operational expenditure and have
done so having regard to its
manner of operation and likely
funding stream.
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Elected by members (residents of
methods including Horseman’s Green)
details of any
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name Horseman’s Green Community Group
Other name the charity
uses
Registered charity 1165691
number
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Charity’s principal Clandoyin House
address Horseman’s Green
Whitchurch
Shropshire
SY13 3DY
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Barbara Weeks Chair
2 Hilary Andrews Vice-Chair
3 Andrea Porter Secretary
4 David Spence Treasurer 24.10.2020
5 Elwyn Hughes 24.10.2020
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
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**Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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 Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees**
**Signature(s)** Barbara Weeks **Full name(s)** Andrea Porter **Position (eg** Secretary Chair **Secretary, Chair, etc)**
**Date** 04.01.2022
**Charity Name**
**No (if any)**
## **Receipts and payments accounts**
**For the period** Period start date Period end date **To from** 1st March 2020 28th February 2021
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 30 - - 30
Grants 10,000 - - 10,000
Event Income - - - -
Hall Booking fees 165 - - 165
- - - -
- - - -
- - - -
- - - -
10,195 - - 10,195
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 10,195 - - 10,195
A3 Payments
office - - -
membership/licences 137 - - 137
Professional Fees/Insurance 390 - - 390
Events - - - -
Furniture etc - - -
refurbishmetn & maintenance 1,257 1,257
hall running costs 2,233 - - 2,233
Kids Klub - - - -
Defibrillator - - - -
Donation Made - - - -
Sub total [ 4,017 ] - - 4,017
A4 Asset and investment
purchases, (see table)
- - - -
Hall refurbishment - - - -
Sub total [ - ] - - -
Total payments 4,017 - - 4,017
Net of receipts/(payments) 6,178 - - 6,178
A5 Transfers between funds - - - -
A6 Cash funds last year end 17,312 - - 17,312
Cash funds this year end 23,490 - - 23,490
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## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**||**Restricted**|
|---|---|---|---|---|---|
|**Categories**|**Details**||**funds**||**funds**|
|**B1 Cash funds**|Bank Account|**_Total cash funds_**|**to nearest £**
**23,490**
**-**
**-**
**23,490**|
|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree balances with receipts and payments
account(s))||OK|OK||
||||**Unrestricted**||**Restricted**|
||||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**||||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
||||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**||**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name||
Signed by one or two trustees on behalf of all the trustees
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CC16a
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## **Last year**
## **to the nearest £**
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121
6,195
5,994
2,002
435
-
-
-
14,747
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**14,747**
**1,251 30 - 1,961 240 1,816 96 1,860 932 8,186**
**3,265 3,265 11,451 3,296 - - 3,296**
**Endowment funds to nearest £ - - - -**
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OK
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**Endowment funds to nearest £ - - - - - -**
**Current value (optional)**
**-**
**Current value (optional)**
**When due (optional)**
Date of approval