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2024-02-29-accounts

Trustees’ Annual Report for the period

From 01/03/2023 Period start date To 29/02/2024 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
Several local Activity/Interest groups
exist and have expanded in number over
the year. All except one 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
benefit		 Para 1.18 The Trustees ensure they work to the
guidance issued by the Charity
Commission
To guide Trustees in exercising their 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; 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 (5 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 two 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.
Following on from the Structural Survey
and pre planning application, they
commissioned a Feasibility Study to look
at the pros and cons of a total rebuild V
renovation. This report was discussed at
a Public Meeting in November 2023. The
trustees recommended a total rebuild
which was supported by the majority of
residents.
Work has begun by the Secretary and

Chair on grant applications for this. The community submitted letters of support to the trustees for inclusion in grant applications. All echoed how residents had become dependent on the Community Group with its Activity groups and Socials to help relieve loneliness and isolation in the rural area. In a move to reduce the anxiety of many of the elderly residents, the Working Group has also become a Continuation Group to help plan for continuity of events should the grant applications be successful

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. We continue to offer new
groups 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. A
Community Arts & Craft group has used
this to become established. We also offer
reduced hire charges when Activity
Group leaders wish to put on extended
interest sessions for their groups.
Charity work – supporting Royal British
Legion and Macmillan
We continue to plan a wide breadth of
monthly socials such as: our regular Quiz
& Bingo Nights. We’ve also had a Drama
performance, a Jigsaw Night, a Summer
Party and a Coronation Lunch; several
guest speakers – evening sessions
organised by our Lads and Ladies
Activity Groups; the Choir Activity Group
continues to put on an evening of song
and the Gardening Club helped support
our Open Gardens afternoon.
Our previously sporadic but popular
Posh Coffee Morning has now become an
eagerly anticipated monthly event. Our
festive activities include a Christmas
Lights switch on by a chosen member of
the community and Community
Christmas carols.
This year we received a kind donation
from a resident of a weekend in the

Cotswolds. With this we held a ‘Secret Bid’. Monies raised were then used by the Activity Groups who were invited to apply for funds to purchase consumables to aid and enhance their group activities. Both the events and activities are for the residents of HG and its wider community. Attendance figures are returning to pre covid levels. All events are strongly supported and we are increasing our numbers from the wider community indicating we are building up a strong reputation for welcoming new comers. Indeed new residents to HG are presented with a ‘Welcome’ pack and a free invitation to a planned social. Our Community Newsletter has improved its format and is now produced bimonthly. It is distributed within HG itself; surrounding areas and left at key centres. This too has increased public awareness of the HGCG. In order to be all inclusive some of these events and activities are free of charge. Where charges are raised fees are kept to a minimum enabling access for all. For this reason only a limited number of socials are planned per month. Without doubt the Activity Groups and socials have helped reduce loneliness within an isolated rural community and also worked to strengthen the community and create a ‘sense of belonging’ amongst residents. General maintenance work continues on the hall with the majority, if not all being carried out by volunteers.

In July 2023 new furniture (tables and chairs) was purchased as a result of a successful grant application.

Additional information (optional) You may choose to include further statements where relevant about:

HGCG continues to function as a viable economic concern providing a range of Achievements against Para 1.41 interest groups and socials for a objectives set relatively isolated small rural community with a mainly elderly population. (Above National average in 55+ age group) Performance of fundraising activities against objectives Para 1.41 set

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 The charity had a greatly improved year
to that of 2022 – 2023.
Income exceeded expenditure by approx
£1000 despite some heavy costs. This
greatly exceeded the previous year’s
£100
Activity Group Rentals raised £2,648.50
(previous year - £791). Private rentals
brought in £500, (previously £480). Social
events raised £ 4,977.17 (previously
£3524.14)
A grant of £8,199 was received for the
new furniture
In December 2023 we launched a 200
Club which has been extremely well
received by the HG and wider community
The Charity received £1.131.50 in
donations. This included the weekend
Secret Bid
At the start of 2024 following an enquiry
from a local business we began to sell
space for adverts in the newsletter. This
is very much in its early stages, but it
raised £50
For 2023 to 2024 TOTAL INCOME was
£17,686.17 and TOTAL EXPENDITURE
was £16,687.79
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. This particular grant
has now expired and new funding is
being investigated.
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 2024 the Working Account had
reserves of £ 3219.73 and the
Reserve Account had funds of
£13,362.29 The latter was down on
last year due to withdrawal of
funds to pay for pre-planning
application £250, the Feasibility
study £8340 and a Quantity
Surveyors report £990
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 running costs.
All socials held to date have covered
expenses thanks to local enthusiasm and
genuine interest in supporting all HGCG
activities.
Although the hall is quite well equipped,
the physical state of the hall makes
Private rental difficult.
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 Funds are raised through several
different types of activities: Social
events; Activity Groups hall rental,
Private hall rental 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
A description of the principal
risks facing the charity		 Para 1.46 The rising cost of electricity and the
withdrawal of government support
regarding this is a concern given the age
of the building; the lack of insulation and
the inefficiency of the current heating
system.
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
Other

Structure, Governance and Management

Description of charity’s
trusts:		 N/A
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 The success of the HGCG in the wider
area has made us consider recruiting
future trustees from this wider
community
Election is 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.
Possible candidates are invited to attend
a Management meeting and a Trustees
meeting as an observer. They should also
have had a proven record of having
attended socials and so are acquainted
with HGCG philosophy in addition to
being ‘team players’.
New trustees serve a year ‘dipping their
feet’ and developing their niche
contributions before specific roles and
responsibilities are delegated.
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 Currently there are five Trustees: Chair;
Vice Chair; Treasurer and another. This
group meet approx. every 6 /8 weeks
Trustees also meet with the Management
Team a group of 5: Caretaker, Bookings
officer; Social Media Co-ordinator;
Community liaison person. This group
meet approx every 8 to 10 weeks
depending on circumstances.
Trustees are mindful all are volunteers
with many being retired but having
spouse and family commitments.
Relationship with any related
parties		 Para 1.51

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
Horsemsn’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
Jackie Edwards Treasurer
Jim Glover

– 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)
Position (eg Secretary,
Chair, etc)
Date
Barbara Weeks

Chair
20/11/2024
20/11/2024
Charity Name Charity Name Charity Name No (if any) No (if any) No (if any) CC16a
For the period
from		 1st March 2023
Period start date		 To 28th February 2024
Period end date
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
1,132
-
4,977
2,648
500
180
50
-
9,487
-
-
-
9,487
1,208
30
724
1,138
1,682
1,962
1,745
-
8,489
-
-
-
8,489
998
-
15,409
16,407		 Restricted
funds
to the nearest £
8,199
-
-
-
-
-
-
8,199
-
-
-
8,199
-
-
-
-
8,199
-
-
-
-
8,199
-
-
-
8,199
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
1,132
8,199
4,977
2,648
500
180
50
-
17,686
-
-
-
17,686
1,208
30
724
1,138
9,881
1,962
1,745
-
-
16,688
-
-
-
16,688

998		 Last year
to the nearest £
Donations 1,132 -
Grants - 600
Event Income 4,977 3,524
Hall BookingFees - Groups 2,648 791
Hall BookingFees - External 500 480
Cash Sales 180 24
Newsletter Advertising 50 -
- -
Sub total(Gross income for
AR)		 9,487 5,419
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
5,419

office		 1,208 833
membership/licences 30 51
Professional fees/insurance 724 433
Cost of Events 1,138 1,150
Furniture,fittings etc. 1,682 1,639
refurbishment & maintenance 1,962 535
hall runningcosts 1,745 1,706
donation made 689
Seniors instructor - 286
**Sub total ** 8,489 7,322
A4 Asset and investment
purchases (see table)
, -
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
7,322
998 - -
998		 - 1,903
- - - - -
15,409 - - 15,409 -
16,407 - - 16,407 - 1,903

CCXX R1 accounts (SS)

05/12/2024

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
Details
Details
working account
Deposit account
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
2,608
-
-
13,799
-
2,608
13,799
Agreement Error
Agreement Error
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
A K Porter		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
A K Porter 06.08.2024

CCXX R2 accounts (SS)

05/12/2024

2