## **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