## **Trustees’ Annual Report for the period**
## **From 01/03/22 Period start date To 28/02/23 Period end date**
## **Charity name: Horseman’s green Community Group**
## **Charity registration number:1165691**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To provide a community hall within the**
**hamlet for the use of residents of**
**Horseman’s Green in Wrexham County**
**Borough, and those residents in its**
**surrounding area**
**To secure the establishment,**
**maintenance and management of a**
**community building and equipment in**
**the furtherance of these objectives**|
|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|**The Trustees strongly believe that the**
**community needs a Community Hall on**
**which to build the cohesion of the**
**community and engender a sense of**
**belonging amongst residents. HGCG**
**purchased the building, originally a**
**Scout Hut with a grant from the National**
**Lottery in 2018**
**Events and activities are arranged in the**
**hall for the residents of HG and its wider**
**community. In order to be all inclusive**
**some of these events and activities are**
**free of charge.**
**Several local Activity/Interest groups**
**exist and have expanded in number over**
**the year. All are managed by local**
**volunteers. We have 10 such groups**
**now. They include: exercise classes,**
**creative and artistic classes, choir,**
**gardening and a book club. We also**
**host the Mobile Library Service every 3**
**weeks**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public|Para 1.18|**The Trustees ensure they work to the**
**guidance issued by the Charity**
**Commission**
**To guide Trustees in exercising their**|
|benefit||**duty of care the following policy**
**statements have been adopted: Health &**
**Safety & Risk Assessment;**
**Safeguarding; Equal Opportunities;**
**Volunteering: 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 and Reserves Restricted &**
**Unrestricted Accounts.**
**All policies are reviewed annually or as**
**agreed by Trustees**|
|---|---|---|
**Additional information (optional)** You may choose to include further statements where relevant about:
||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|**N/A**|
|Policy on social investment
including program related
investment|Para 1.38|**N/A**|
|Contribution made by
volunteers|Para 1.38|**The Trustees Team (5) and the**
**Management Team (4 plus trustees) are**
**all volunteers.**
**Strengths and skills of HG residents are**
**identified. Residents are then**
**encouraged to take an active role in**
**supporting their community group.**
**HG Community Hall is run and managed**
**entirely by volunteers: Caretaking &**
**maintenance; Cleaning rota;**
**Activity/Interest Groups are all initiated**
**and run by volunteers; Marketing Team**
**– HG and area bi-monthly Newsletter;**
**event photos, Facebook postings,**
**Newspaper reports, & HG Community**
**Website**
**All events and activities are well**
**supported by residents of HG and the**
**wider community**|
|Other||**The Working Group has continued to**
**meet in its bid to review how the hall**
**can be preserved for future generations**
**of residents in HG. They commissioned**
**a Structural survey in Sept 2022.**
**Following on from discussions with**|
**Wrexham Planning Dept a decision was made to submit a Pre Planning application to assess if there were any major obstacles to a new build hall on the current site.**
## **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|**The Activity/Interest Groups have**
**continued to thrive and expand their**
**numbers. To encourage new groups we**
**offer the first 6 sessions at a reduced**
**hall hire fee. Special consideration is**
**also given to Activity groups deemed**
**valuable for social reasons but which**
**might be unable to meet the hall hire**
**fees.**
**New Activity Groups include a Seniors**
**Exercise Class – thanks to a TNL grant;**
**Art classes, Book Club, Ladies Night**
**and Chatter and Craft**
**Charity work – supporting Royal British**
**Legion, Ukraine Fund and NE Wales**
**Search & Rescue**
**Monthly socials have continued to be**
**held with Bingo, Quiz Nights, a Drama**
**Production, regular Coffee Mornings,**
**Pop up Pub Nights, an Apple Fest,**
**Performance by the Green Singers**
**Activity Group and Christmas**
**celebrations**
**For families and young children we held**
**a Halloween Party, Beetle Drive, Jubilee**
**Celebrations, , Christmas Tree lights**
**and Community Carols**
**Socials ranged in price from free events**
**to £7.50 pp. Fees are kept deliberately**
**low to ensure they are inclusive. For the**
**same reason, only a limited number of**
**socials are planned each month**
**General Maintenance work continued.**
**New shelving was erected in the store**
**room. Increasing concern about the**
**structural and physical state of the**
**building resulted in a community**
**meeting in June 2022. Following this, a**
**Structural Survey was commissioned in**
**September.**
**The survey showed the low grade**
**asbestos roof was failing creating wide**
**scale areas of damp inside.**|
**Additional information (optional)** You may choose to include further statements where relevant about:
|
Achievements against
objectives set|
Para 1.41|
**HGCG continues to function as a viable**
**economic concern providing a range of**
**interest groups and socials for a**
**relatively isolated small rural community**
**with a mainly elderly population. (Above**
**National average in 55+ age group)**
**Operations are returning to normal after**
**the Covid shut down and numbers at**
**events are continuing to increase in**
**particular from the wider community**
**indicating a reputation and awareness**
**of HGCG being established**|
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41|**During the year 2022 to 2023 we almost**
**doubled our income achieving an**
**annual income of £7436. With more**
**socials our expenditure also doubled to**
**£7322. Creating a profit of just under**
**£100. However these figures clearly**
**illustrate how active the Community**
**Group has been in 2022 to 2023.**
**All fee paying fund raising events have**
**operated at a profit in 2022 to 2023.**
**From 2022 to 2023 we had several areas**
**of heavy expenditure. We paid £1468 for**
**a Structural Survey together with the**
**preparation work needed and**
**reinstatement following.**
**Other areas of heavy expenditure were**
**electricity at £1384.54. Printing and**
**Stationary at £601.11**
**Despite these a slight profit was still**
**achieved**|
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**Income exceeded expenditure by approx**
**£100 despite some heavy costs**
**We received a grant of £1620 towards**
**running the Seniors Exercise classes**
**Activity Group Rentals raised £791 and**
**Private rentals £480. Social events**
**raised £3524.14**
**The Charity received £997.60 in**
**donations**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Restricted reserves are for charities**
**supported through activities held.**
**Grants as for the Seniors Exercise Class**
**are also held in this account.**
**Reserves are also required for any**
**future**
**re build or renovation of the hall**
**The physical condition of the hall needs**
**to be addressed through refurbishment**
**on a large scale or a complete rebuild if**
**the HGCG is to be available for the**
**benefit of future generations into the**
**mid / late 21st century**
**The Trustees intend maintaining**
**unrestricted reserves at a level of at**
**least six months operational**
**expenditure and have done so having**
**due regard for its manner of operational**
**expenditure and likely funding stream**|
|Amount of reserves held|Para 1.22|**At Feb 2023 the Working Account had a**
**balance of £4,675 and the Reserve**
**Account had funds of £19,461**|
|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|**HGCG has a very positive outlook with**
**income expected to cover costs and the**
**local enthusiasm and real interest**
**shown in supporting all activities.**
**The costly issues around the physical**
**maintenance of the building itself need**
**to be addressed**
**Hopefully there will be no further**
**enforced closures due to a pandemic**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**Funds are raised through several different types of activities: Social**
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**events; Activity Groups, hall rental,**
**Private Hall Hire and donations**
**The Trustees ensure there are always**
**some events which are free so allowing**
**access for all socio-economic groups**|
|---|---|---|
|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||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CIO**|
|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|**Elected by members ie residents of**
**Horseman’s Green**|
## **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|
**Trustee vacancies are advertised on the**
**Newsletter in addition a recruitment flyer**
**is distributed to all residents**
**Anyone who expresses an interest**
**receives the relevant documents: A**
**Trustee overview; Main duties of a**
**Trustee; Trustee terms of reference**||
|---|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**There are five Trustees: Chair; Vice**
**Chair; Treasurer and Translator. This**
**group meet approx. every 6 weeks**
**Trustees also meet with the Management**
**Team a group of 4: Caretaker, Bookings**
**officer; Social Media Co-ordinator;**
**Community liaison person. This group**
**meet approx every 8 weeks**||
|Relationship with any related
parties|Para 1.51|**N/A**||
|Other||||
## **Reference and Administrative details**
|Charity name|Horseman’s Green Community Group|
|---|---|
|Other name the charity uses||
|Registered charity number|1165691|
|Charity’s principal address|Clandoyin House
Horseman’s Green
Whitchurch
Shropshire
SY13 3DY|
|||
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Barbara weeks|Chair|||
||HilaryAndrews|Vice Chair|||
||Andrea Porter|Secretary|||
||David Spence|Treasurer|March to Aug2022||
||Elwyn Hughes|Translator|||
||Jackie Edwards|Treasurer|Aug2022 onwards||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
## – 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
**Trustee name Dates acted if not for whole year**
## **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)**
**Full name(s)** Barbara Weeks
**Position (eg Secretary,** Chair **Chair, etc)**
**Date**
11/12/2023
## **Trustees’ Annual Report for the period**
## **From 01/03/22 Period start date To 28/02/23 Period end date**
## **Charity name: Horseman’s green Community Group**
## **Charity registration number:1165691**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To provide a community hall within the**
**hamlet for the use of residents of**
**Horseman’s Green in Wrexham County**
**Borough, and those residents in its**
**surrounding area**
**To secure the establishment,**
**maintenance and management of a**
**community building and equipment in**
**the furtherance of these objectives**|
|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|**The Trustees strongly believe that the**
**community needs a Community Hall on**
**which to build the cohesion of the**
**community and engender a sense of**
**belonging amongst residents. HGCG**
**purchased the building, originally a**
**Scout Hut with a grant from the National**
**Lottery in 2018**
**Events and activities are arranged in the**
**hall for the residents of HG and its wider**
**community. In order to be all inclusive**
**some of these events and activities are**
**free of charge.**
**Several local Activity/Interest groups**
**exist and have expanded in number over**
**the year. All are managed by local**
**volunteers. We have 10 such groups**
**now. They include: exercise classes,**
**creative and artistic classes, choir,**
**gardening and a book club. We also**
**host the Mobile Library Service every 3**
**weeks**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public|Para 1.18|**The Trustees ensure they work to the**
**guidance issued by the Charity**
**Commission**
**To guide Trustees in exercising their**|
|benefit||**duty of care the following policy**
**statements have been adopted: Health &**
**Safety & Risk Assessment;**
**Safeguarding; Equal Opportunities;**
**Volunteering: 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 and Reserves Restricted &**
**Unrestricted Accounts.**
**All policies are reviewed annually or as**
**agreed by Trustees**|
|---|---|---|
**Additional information (optional)** You may choose to include further statements where relevant about:
||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|**N/A**|
|Policy on social investment
including program related
investment|Para 1.38|**N/A**|
|Contribution made by
volunteers|Para 1.38|**The Trustees Team (5) and the**
**Management Team (4 plus trustees) are**
**all volunteers.**
**Strengths and skills of HG residents are**
**identified. Residents are then**
**encouraged to take an active role in**
**supporting their community group.**
**HG Community Hall is run and managed**
**entirely by volunteers: Caretaking &**
**maintenance; Cleaning rota;**
**Activity/Interest Groups are all initiated**
**and run by volunteers; Marketing Team**
**– HG and area bi-monthly Newsletter;**
**event photos, Facebook postings,**
**Newspaper reports, & HG Community**
**Website**
**All events and activities are well**
**supported by residents of HG and the**
**wider community**|
|Other||**The Working Group has continued to**
**meet in its bid to review how the hall**
**can be preserved for future generations**
**of residents in HG. They commissioned**
**a Structural survey in Sept 2022.**
**Following on from discussions with**|
**Wrexham Planning Dept a decision was made to submit a Pre Planning application to assess if there were any major obstacles to a new build hall on the current site.**
## **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|**The Activity/Interest Groups have**
**continued to thrive and expand their**
**numbers. To encourage new groups we**
**offer the first 6 sessions at a reduced**
**hall hire fee. Special consideration is**
**also given to Activity groups deemed**
**valuable for social reasons but which**
**might be unable to meet the hall hire**
**fees.**
**New Activity Groups include a Seniors**
**Exercise Class – thanks to a TNL grant;**
**Art classes, Book Club, Ladies Night**
**and Chatter and Craft**
**Charity work – supporting Royal British**
**Legion, Ukraine Fund and NE Wales**
**Search & Rescue**
**Monthly socials have continued to be**
**held with Bingo, Quiz Nights, a Drama**
**Production, regular Coffee Mornings,**
**Pop up Pub Nights, an Apple Fest,**
**Performance by the Green Singers**
**Activity Group and Christmas**
**celebrations**
**For families and young children we held**
**a Halloween Party, Beetle Drive, Jubilee**
**Celebrations, , Christmas Tree lights**
**and Community Carols**
**Socials ranged in price from free events**
**to £7.50 pp. Fees are kept deliberately**
**low to ensure they are inclusive. For the**
**same reason, only a limited number of**
**socials are planned each month**
**General Maintenance work continued.**
**New shelving was erected in the store**
**room. Increasing concern about the**
**structural and physical state of the**
**building resulted in a community**
**meeting in June 2022. Following this, a**
**Structural Survey was commissioned in**
**September.**
**The survey showed the low grade**
**asbestos roof was failing creating wide**
**scale areas of damp inside.**|
**Additional information (optional)** You may choose to include further statements where relevant about:
|
Achievements against
objectives set|
Para 1.41|
**HGCG continues to function as a viable**
**economic concern providing a range of**
**interest groups and socials for a**
**relatively isolated small rural community**
**with a mainly elderly population. (Above**
**National average in 55+ age group)**
**Operations are returning to normal after**
**the Covid shut down and numbers at**
**events are continuing to increase in**
**particular from the wider community**
**indicating a reputation and awareness**
**of HGCG being established**|
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41|**During the year 2022 to 2023 we almost**
**doubled our income achieving an**
**annual income of £7436. With more**
**socials our expenditure also doubled to**
**£7322. Creating a profit of just under**
**£100. However these figures clearly**
**illustrate how active the Community**
**Group has been in 2022 to 2023.**
**All fee paying fund raising events have**
**operated at a profit in 2022 to 2023.**
**From 2022 to 2023 we had several areas**
**of heavy expenditure. We paid £1468 for**
**a Structural Survey together with the**
**preparation work needed and**
**reinstatement following.**
**Other areas of heavy expenditure were**
**electricity at £1384.54. Printing and**
**Stationary at £601.11**
**Despite these a slight profit was still**
**achieved**|
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**Income exceeded expenditure by approx**
**£100 despite some heavy costs**
**We received a grant of £1620 towards**
**running the Seniors Exercise classes**
**Activity Group Rentals raised £791 and**
**Private rentals £480. Social events**
**raised £3524.14**
**The Charity received £997.60 in**
**donations**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Restricted reserves are for charities**
**supported through activities held.**
**Grants as for the Seniors Exercise Class**
**are also held in this account.**
**Reserves are also required for any**
**future**
**re build or renovation of the hall**
**The physical condition of the hall needs**
**to be addressed through refurbishment**
**on a large scale or a complete rebuild if**
**the HGCG is to be available for the**
**benefit of future generations into the**
**mid / late 21st century**
**The Trustees intend maintaining**
**unrestricted reserves at a level of at**
**least six months operational**
**expenditure and have done so having**
**due regard for its manner of operational**
**expenditure and likely funding stream**|
|Amount of reserves held|Para 1.22|**At Feb 2023 the Working Account had a**
**balance of £4,675 and the Reserve**
**Account had funds of £19,461**|
|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|**HGCG has a very positive outlook with**
**income expected to cover costs and the**
**local enthusiasm and real interest**
**shown in supporting all activities.**
**The costly issues around the physical**
**maintenance of the building itself need**
**to be addressed**
**Hopefully there will be no further**
**enforced closures due to a pandemic**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**Funds are raised through several different types of activities: Social**
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**events; Activity Groups, hall rental,**
**Private Hall Hire and donations**
**The Trustees ensure there are always**
**some events which are free so allowing**
**access for all socio-economic groups**|
|---|---|---|
|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||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CIO**|
|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|**Elected by members ie residents of**
**Horseman’s Green**|
## **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|
**Trustee vacancies are advertised on the**
**Newsletter in addition a recruitment flyer**
**is distributed to all residents**
**Anyone who expresses an interest**
**receives the relevant documents: A**
**Trustee overview; Main duties of a**
**Trustee; Trustee terms of reference**||
|---|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**There are five Trustees: Chair; Vice**
**Chair; Treasurer and Translator. This**
**group meet approx. every 6 weeks**
**Trustees also meet with the Management**
**Team a group of 4: Caretaker, Bookings**
**officer; Social Media Co-ordinator;**
**Community liaison person. This group**
**meet approx every 8 weeks**||
|Relationship with any related
parties|Para 1.51|**N/A**||
|Other||||
## **Reference and Administrative details**
|Charity name|Horseman’s Green Community Group|
|---|---|
|Other name the charity uses||
|Registered charity number|1165691|
|Charity’s principal address|Clandoyin House
Horseman’s Green
Whitchurch
Shropshire
SY13 3DY|
|||
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Barbara weeks|Chair|||
||HilaryAndrews|Vice Chair|||
||Andrea Porter|Secretary|||
||David Spence|Treasurer|March to Aug2022||
||Elwyn Hughes|Translator|||
||Jackie Edwards|Treasurer|Aug2022 onwards||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
## – 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
**Trustee name Dates acted if not for whole year**
## **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)**
**Full name(s)** Barbara Weeks
**Position (eg Secretary,** Chair **Chair, etc)**
**Date**
11/12/2023