## **Trustees’ Annual Report for the period** **From 01/03/2024 Period start date To 28/02/2025 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**
**There have continued to be 10 local**
**activity/Interest groups functioning over**
**the year. Most meet on a monthly basis**
**but two meet 3 times/month and one**
**weekly. The latter, a Senior’s exercise**
**class is the only one run by a paid**
**professional, the remainder being**
**organised and run by volunteers. 7 of**
**these groups meet during the day with 3**
**being evening meetings. The groups**
**include: exercise classes, creative and**
**artistic classes, choir, gardening and a**
**book club. We also host the Mobile**
**Library Service every 3 weeks.**
**In addition the Charity has hosted 2**
**courses run by Groundwork, a Wrexham**
**based and Welsh government funded**
**organisation – Staying Safe on Line, (a**
**standalone evening session) and**
**Healthy Eating, (a 6 week daytime**
**course incorporating Air fryer cookery)**
**In addition the Charity aims to provide a**| |||**monthly Saturday Coffee Morning where**
**the community can enjoy coming**
**together to chat; and an evening,**
**(generally Friday) special social.**| |---|---|---| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The Trustees endeavour to 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**
**Focus this year has been on improving**
**Health & Safety and Fire Safety. The**
**latter was reviewed with the aid of a Fire**
**Safety Officer’s visit.**
**Although there is no policy as yet to**
**cater for neurodivergent attendees, we**
**are sympathetic to their needs and**
**aware one will be required in the future.**| ## **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|**As in previous years 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 Newsletter (every 2**
**months); event photos, Facebook**
**postings, Newspaper reports, & HG**
**Community Website.**
**In recognition of the contributions of**
**our band of volunteers a special**
**Afternoon Tea was provided for them.**
**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.**
**Work has also taken place on preparing**
**applications for Lottery Funding to**
**secure grants for a new build. The**
**Secretary and Chair are involved with**
**this and have taken part in zoom**
**meetings with a local TNL**
**representative.**
**No applications have yet been made.**| ## **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. This support has not been needed**
**this year.**
**We also offer reduced hire charges**
**when Activity Group leaders wish to put**
**on extended interest sessions for their**
**groups. Art and Crafting have made use**
**of these benefits this year.**
**Charity work – supporting Royal British**
**Legion and Macmillan. The local author**
**Simon Maclean hosted an evening to**
**raise funds for his nominated charity**
**We continue to plan a wide breadth of**
**monthly socials such as: Posh Coffee**
**Morning which has become an eagerly**
**anticipated monthly event averaging 40**
**to 50 guests and 60 to 70 if it is a special**
**Charity raiser eg for Macmillan or Royal**
**British legion. There have been 2 Bingo**| **sessions; 3 Quiz Nights – 1 being a newly introduced Trivia quiz. Talks have also proved popular with approx. 9 hosted over the year mainly via the Lads and Ladies groups. We have had 2 special meal focused socials – a Summer Lunch and an Oriental Supper. A Whist Drive was a new social introduced this year and has proved to be very popular. We also experimented with a Euro Pub Night which although making a profit was the least well supported of all the socials. Our festive activities include a Christmas Lights switch on by a chosen member of the community and Community Christmas carols. The latter was particularly well supported this year. Particularly encouraging was an increased attendance of accompanied children at events such as Bingo and Trivia Quiz Night. Despite a slight increase in prices (due to increasing overheads especially of electricity) we continue to draw increasing numbers and ALL events continue to make a profit. Numbers from the wider community are increasing significantly indicating we are building up a strong reputation for welcoming new comers. We continue to adopt a pricing policy of inclusivity. Consequently whilst entrance fees have risen slightly some events and activities are free of charge. Fees are kept to a minimum enabling access for all. We are covering our expenditure with a small surplus for some inevitable maintenance work. 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. We have continued to reach out to local businesses, with the advert section of our newsletter. It is good to see these businesses recognising our actions and wanting to support us. This year grants have been secured from 3 different sources: Tesco, Edwards Trust and our local Masons.** **These have helped fund the Senior’s Exercise Group covering the instructors costs and helping to keep attendance fees low, critical for our low income pensioners. General maintenance work continues on the hall with the majority being carried out by volunteers. Unfortunately this year did see a major problem with the water supply and plumbing in the hall requiring expensive and extensive repair work. The 200 CLUB has continued to thrive reflecting the support HGCG has within the immediate community and the wider community. Funds from this have been used for special projects which contributors can identify eg Mic and loud speaker system.** 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).**
**Whilst it has long struggled to attract**
**the few younger members of the**
**community, as stated previously some**
**headway is being achieved with this.**
**The gradual year on year increase in**
**attendees reflects the success of the**
**group and more importantly the need for**
**this facility in the area.**| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## Financial Review |Review of the charity’s
financial position at the end
of the period|Para 1.21|**_The charity has continued to build on_**
**_the progress made in previous years._**
**_Income exceeded expenditure for the_**
**_year March 2024 to February 2025 by_**
**_approx. £4,701. This greatly exceeded_**
**_the previous year’s £1000_**
**_Activity Group Rentals raised_ £3,147 (an**
**increase of £499). Private rentals**
**brought in £535, (previous year £500).**
**Social events raised £ 4,571 (slightly**
**down on 2023 to 2024)**
**The 200 Club (a separate account) had**
**funds of £3794 at year end. Reflecting**
**the support HGCG receives from HG**
**and the wider community**
**The Charity received £924.50 in**
**donations.**
**For 2024 to 2025 TOTAL INCOME was**
**£14, 556 and TOTAL EXPENDITURE was**
**£9,865**| |---|---|---| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Our restricted reserve fund holds grants**
**for the Seniors Exercise Class.**
**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. Given the age of**
**the building a reserve of funds are**
**needed for any major repairs which**
**might be required.**
**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 2025 the Reserve Account had**
**funds of £13,062.61. This was down on**
**last year due to the required**
**water/plumbing repairs.**
**Working Account had reserves of**
**£7,309.84**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|**N/A**| |Explanation of any|Para 1.23|**HGCG has a very positive outlook with**| |uncertainties about the
charity continuing as a going
concern||**income covering 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 continues**
**to make Private rental difficult.**
**Consequently, this is a low source of**
**revenue for the charity**|| |---|---|---|---| ## 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.**
**As stated previously, our pricing policy**
**is inclusive allowing guests the**
**opportunity to attend several activities**
**and socials**| |---|---|---| |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 continues**
**to be a concern. The building lacks**
**insulation and the current heating**
**system is inefficient**
**The costly issues around the physical**
**maintenance of the building itself need**
**to be addressed**
**Whilst the charity prides itself on the**
**number of volunteers it can call upon,**
**succession planning in relation to key**
**officer roles is a concern.**| |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|**The success of the HGCG in the wider**
**area has made us consider recruiting**
**future trustees from this wider**
**community and this has been achieved**
**Election as a trustee is by members i.e.**
**residents of Horseman’s Green.**
**It remains difficult to attract community**
**members to stand as a trustee. This is**
**mainly due to other commitments such**
**as family/grandparent/work**
**responsibilities consequently trustees**
**are opting to stand again. Succession**
**planning is a concern**| ## **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 six Trustees: Chair;**
**Vice Chair; Treasurer; Secretary and two**
**others. 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 other**
**responsibilities.**
**Trustees recognise and take seriously**
**their‘duty of care’ towards volunteers.**| |---|---|---| |Relationship with any
related parties|Para 1.51|**HGCG is forging links with Groundwork**
**Project(Wrexham branch) and the**
**Rainbow Foundation (Penley branch)**| |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|**C/o the Secretary**
**Clandoyin House**
**Horsemsn’s Green**
**Whitchurch**
**Shropshire**
**SY13 3DY**| ||| ## **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 (ifany)**| |---|---|---|---|---| ||Barbara Weeks|Chair||| ||HilaryAndrews|Vice Chair||| ||Jackie Edwards|Treasurer||| ||Andrea Porter|Secretary||| ||Jim Glover|||| ||Nigel Griffiths|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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** 20/11/2025 March 24 to Feb 2025 HORSEMAN'S GREEN COMMUNITY GROUP |**Income**|**Mar-24**|**April**|**May**|**June**|**July**|**August**|**Sept**|**Oct**|**Nov**|**Dec**|**Jan-25**|**Feb-25**|**Total**| |---|---|---|---|---|---|---|---|---|---|---|---|---|---| |Door takings for seniors||£100.00||||£200.00|||£174.00|£75.00|£20.00||**£569.00**| |GroupRentals|£303.00|£387.00|£261.00|£234.00|£372.00|£210.00|£60.00|£405.00|£315.00|£150.00|£255.00|£195.00|**£3,147.00**| |External rentals|||£45.00|£200.00||£50.00|||£25.00||£85.00|£130.00|**£535.00**| |Events|£633.00|£506.50|£144.83|£264.00|£777.61||£609.00|£528.52|£206.00|£153.50|£404.70|£343.90|**£4,571.56**| |Grants||||||||||||£2,690.00|**£2,690.00**| |Macmillian||||||£292.00|||||||**£292.00**| |Donations||£50.00||||£90.00|£64.95||£700.00|£20.00|||**£924.95**| |Plumber for water repairs||£1,500.00|||||||||||**£1,500.00**| |200 club transfer|£65.00||||||||||||**£65.00**| |Credit from water company|||£272.12||||||||||**£272.12**| ||||||||||||||| |**Total**|**£1,001.00**|**£2,543.50**|**£722.95**|**£698.00**|**£1,149.61**|**£842.00**|**£733.95**|**£933.52**|**£1,420.00**|**£398.50**|**£764.70**|**£3,358.90**|**£14,566.63**| ||||||||||||||| |**Overheads**|Mar-24|April|May|June|July|August|Sept|Oct|Nov|Dec|Jan-25|Feb-25|**Total**| |Senior Exercise Costs|£100.00|£100.00|£200.00|£100.00|£100.00|£125.00|£125.00||£200.00|£75.00||£75.00|**£1,200.00**| |CleaningCosts|||£78.42||||||||£52.54|£23.18|**£154.14**| |Cost of events|£184.60|£112.10|£197.25||£350.68||£197.89|£110.04||£79.82|£136.28||**£1,368.66**| |Large equipment Purchase|||||||£275.59||||£338.77||**£614.36**| |Small equipmentpurchase|£26.86|£99.87||||||£17.66|||£15.10|£40.88|**£200.37**| |Decoratingthe hall costs|£45.46||£14.95||||||||||**£60.41**| |Printingand stationarycosts|£178.40|£201.40|||£247.60||£180.94||£196.74||£231.98||**£1,237.06**| |Water Costs|||||£11.55|||||£41.82|||**£53.37**| |Electic Costs|£180.20|£142.85|£82.74|£61.25|£23.56|£31.27|£12.31|£30.34|£91.15|£131.82|£71.43|£185.84|**£1,044.76**| |Plumber costs to repair under ground
leak||£1,500.00|||||||||||**£1,500.00**| |Planningassociated costs|£900.00|£90.00|||||||||||**£990.00**| |Art clubgrantpurchase||||||£291.77|||||||**£291.77**| |Memershipcosts|£40.00|£10.00||||||||£20.00|||**£70.00**| |General expenses||£21.00|||||||||||**£21.00**| |200 tranfer costs|£65.00||||||||||||**£65.00**| |Lawn moweringcosts||||||£35.00|||||||**£35.00**| |McMilian transfer|||||||£200.00||||||**£200.00**| |Zurich Insurance||||||||||£354.55|||**£354.55**| |Web 3year costs||||||||||£404.86|||**£404.86**| ||||||||||||||| |**Total Over heads**|**£1,720.52**|**£2,277.22**|**£573.36**|**£161.25**|**£733.39**|**£483.04**|**£991.73**|**£158.04**|**£487.89**|**£1,107.87**|**£846.10**|**£324.90**|**£9,865.31**| ||||||||||||||| |**Sales**|**£1,001.00**|**£2,543.50**|**£722.95**|**£698.00**|**£1,149.61**|**£842.00**|**£733.95**|**£933.52**|**£1,420.00**|**£398.50**|**£764.70**|**£3,358.90**|**£14,566.63**| ||||||||||||||| |**Operating Cost or Profit**|**-£719.52**|**£266.28**|**£149.59**|**£536.75**|**£416.22**|**£358.96**|**-£257.78**|**£775.48**|**£932.11**|**-£709.37**|**-£81.40**|**£3,034.00**|**£4,701.32**|