## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year 01 05 2021 **To** 30 04 2022
**From**
## Section A Reference and administration details
**Charity name** Banburyshire Citizen Project **Other names charity is known by** BCP, Banburyshire Advice Centre **Registered charity number (if any)** 1170519 **Charity's principal address** Banburyshire Advice Centre, Units F10-F11, Cherwell Business Village, Southam Road, Banbury, Oxfordshire **Postcode** OX16 2SP
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Andrew Willis Chairman
2 Margaret Cullip Secretary
3 Barbara Gilks
4 Lynne Tree
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
Constitution
- (eg. trust deed, constitution)
Unincorporated Charitable Association How the charity is constituted
- (eg. trust, association, company)
Appointment and Election Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
March **2012**
**TAR**
2
THE OBJECTS OF THE GROUP SHALL BE: 1) THE RELIEF OF POVERTY 2) THE RELIEF OF THOSE IN NEED BY REASON OF AGE, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE 3) THE PROMOTION OF GOOD HEALTH AND WELLBEING 4) THE **Summary of the objects** PROMOTION OF SOCIAL INCLUSION OF THOSE EXCLUDED FROM **of the charity set out in** SOCIETY OR PART OF SOCIETY DUE TO THEIR SOCIAL AND/OR **its governing document** ECONOMIC CIRCUMSTANCES 5) THE ADVANCEMENT OF EDUCATION 6) THE FURTHERANCE OF SUCH OTHER CHARITABLE PURPOSES (CHARITABLE UNDER ENGLISH LAW) AS THE TRUSTEES SEE FIT FROM TIME TO TIME
Provide benefit advice, general advice and Education course information and Career advice to the general public. Help clients access benefits by assisting with form filling and on-line application. Help disabled people access Blue Badge scheme. Help people in financial hardship access Food bank vouchers and access other help from other support charities. Sign post clients to debt advice charities. Promote health and well-being by running educational courses from time to time.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
March **2012**
**TAR**
3
Trained volunteers help run our services.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Section D Achievements and performance
March **2012**
**TAR**
4
Section D Achievements and performance
## **Summary of the main achievements of the charity during the year**
**----- Start of picture text -----**
Banburyshire Advice centre is Voluntary Organisation of the Year
2021 in the Cherwell “Love Where You Live” Awards. In the
Oxfordshire Adult Social Care Awards 2022 we were Highly
Commended in the Inspiration Award. Andrew Willis, our
chairman was awarded a Finalist in the 2022 Dyslexia Awards,
Community Shining Star in recognition of his charity work.
The charity was successful is securing a client’s yearly gain of
£159,659.88. This figure relates to benefits achieved through
our help; financial help received through the charity applying on
behalf of clients of low income to other charities for the
purchase of essential household goods.
We issued 207 Food Bank Vouchers for people in financial
difficulties. We assisted 50 elderly disabled people access
Attendance Allowance.
Below is statistics of the cases we have helped the elderly,
disabled, unemployed, people in financial difficulties, families
and people with mental health difficulties.
ENQUIRY TYPE & NUMBER OF CASES
Option Count % Rank
Aids and Adaptations 5 0.40% 33
Attendance Allowance 50 4.02% 6
Blue Badge 47 3.78% 9
Bus Pass 10 0.80% 27
Care Home 2 0.16% 36
Career counselling 15 1.20% 21
Carers Allowance 25 2.01% 15
Charitable Grants 13 1.04% 26
Consumer 6 0.48% 32
Council Tax Benefit 30 2.41% 14
Crisis payment 0 0.00% 48
Disability Living Allowance 14 1.12% 22
Disabled Companion bus pass 1 0.08% 43
Disabled Railcard 3 0.24% 34
Education course / educational 2 0.16% 36
Employment and Support
Allowance 35 2.81% 12
Family/Personal 14 1.12% 22
Food Bank 207 16.63% 1
General enquiry 7 0.56% 28
Good Neighbour Scheme 1 0.08% 43
Grants 17 1.37% 20
Health and Wellbeing 25 2.01% 15
Housing Benefit 22 1.77% 17
Housing Issue 49 3.94% 7
Income Support 0 0.00% 48
Industrial Injuries benefit 7 0.56% 28
Jobseekers 3 0.24% 34
Legal 52 4.18% 5
**----- End of picture text -----**
March **2012**
**TAR**
5
## Section D Achievements and performance
|Leisure|||2|0.16%|36|
|---|---|---|---|---|---|
|Loneliness|||2|0.16%|36|
|Mandatory Reconsideration /||||||
|Tribunal|||33|2.65%|13|
|Mental Health|||2|0.16%|36|
|Money / Debt|||40|3.21%|11|
|National Trust Disabled||||||
|member scheme|||0|0.00%|48|
|Ombudsman|||1|0.08%|43|
|Other|||49|3.94%|7|
|Pension Credit|||14|1.12%|22|
|Pension Credit (Housing||||||
|element)|||1|0.08%|43|
|Personal Independence||||||
|Payment||176||14.14%|2|
|Power of Attorney|||19|1.53%|18|
|Private Pensions|||2|0.16%|36|
|State Pension|||7|0.56%|28|
|Support Group|||0|0.00%|48|
|Tradesman|||7|0.56%|28|
|Transport|||2|0.16%|36|
|Universal Credit|||90|7.23%|3|
|Unspecifed state|beneft||19|1.53%|18|
|Utilities|||61|4.90%|4|
|Wills|||14|1.12%|22|
|Tax|||41|3.29%|10|
|Advocacy|||1|0.08%|43|
|**GENDER**||||||
|**Option**|**Count**||**%**|**Rank**||
|Female|460||37.0%|2||
|Male|740||59.5%|1||
|Transge
nder|0||0.0%|4||
|Not
known|43||3.5%|3||
|**ETHNICITY**||||||
|**Option**||**Count**|**%**|**Rank**||
|Any mixed background||0|0.0%|13||
|Asian - Bangladeshi||0|0.0%|13||
|Asian - British||21|2.7%|4||
|Asian - Chinese||0|0.0%|13||
|Asian - Indian||5|0.6%|5||
March **2012**
**TAR**
6
## Section D Achievements and performance
|Asian - Other Asian bg|0|0.0%|13|
|---|---|---|---|
|Asian - Pakistani|3|0.4%|8|
|Black - African|3|0.4%|8|
|Black - British|5|0.6%|5|
|Black - Caribbean|1|0.1%|12|
|Black - Other black bg|3|0.4%|8|
|Not known|163|20.8%|2|
|Other ethnic background|3|0.4%|8|
|White - British|536|68.5%|1|
|White - Irish|5|0.6%|5|
|White - Other White bg|35|4.5%|3|
## **DISABILITY**
|**DISABILITY**||||
|---|---|---|---|
|**Option**|**Count**|**%**|**Rank**|
|Asperger|1|0.1%|16|
|Autism|5|0.6%|11|
|Brain injury|8|1.0%|9|
|Cancer|19|2.4%|6|
|Dementia|8|1.0%|9|
|Dyscalculia|0|0.0%|18|
|Dyslexia|3|0.4%|13|
|Dyspraxia|2|0.3%|15|
|Eyesight|1|0.1%|16|
|Hearing|3|0.4%|13|
|Learning Disabilities|13|1.7%|7|
|Mental health|155|19.8%|3|
|No disabilities|115|14.7%|4|
|Not applicable|158|20.2%|2|
|Parkinson's|0|0.0%|18|
|Phys. and Memory
Problems|10|1.3%|8|
|Phys. and Mental Health
Disabilities|98|12.5%|5|
|physical disabilities||||
|(may also include
cancer if mixed physical|180|23.0%|1|
|disabilities).||||
|Speech|4|0.5%|12|
|**LOCALITY**||||
|---|---|---|---|
|**Option**|**Count**|**%**|**Rank**|
|Banbury resident|456|58.2%|1|
|Buckinghamshire|59|7.5%|3|
March **2012**
**TAR**
7
## Section D Achievements and performance
|Cherwell District|89|11.4%|2|
|---|---|---|---|
|City of Oxford|8|1.0%|11|
|Out of Area|8|1.0%|11|
|South Northants|18|2.3%|7|
|South Oxfordshire|6|0.8%|13|
|Warwickshire|13|1.7%|9|
|West Oxfordshire|10|1.3%|10|
|Vale of White
Horse|0|0.0%|14|
|Bodicote|24|3.1%|5|
|Bicester|17|2.2%|8|
|Adderbury|55|7.0%|4|
|Not known|20|2.6%|6|
## **Section E Financial review**
March **2012**
**TAR**
8
The charity tries to maintain 6 months reserves where possible. **Brief statement of the** None of our funding is regular or guaranteed which means long **charity’s policy on** term financial planning is exceptionally difficult. **reserves**
**Details of any funds** None **materially in deficit**
## **Further financial review details (Optional information)**
The charity continues to apply funding and donations from a You **may choose** to include wide range of Trusts, Charities, Foundations, local Councils and additional information, donations in general. where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Andrew Willis **Position (eg Secretary,** Chairman **Chair, etc)**
March **2012**
**TAR**
9
Date
0911012022
TAR
io
March 2012
##
||Unrestricted|Restricted
Endowment||Totalfunds|Totalfunds|Last|Year|
|---|---|---|---|---|---|---|---|
||funds|funds
funds||||||
||to thenearestE|tothe nearestf
tothe nearestg||tothenearestf||tothe nearest€||
|||N,379|||33,846||6,049|
|||29,379|||33,846||6,049|
|ratareceipt{--484||l-trS7fl
f'-l|I||r,aqoll--fifl|||
|A3
loomHire andentertainlng||520|||520||t0|
|Training
nsuran@||2,014
2,464|||2,014
2,464||627
1,364|
|leniandRates|960|7,913|||8,933||10,271|
|Tebphone
Printing,Posiage andStationery
VolunterExpens€s
.-omputer costs|272
78
t,818|1,275
1,675
525
2"958|||1,275
1,947
6{t3
4,776||1,174
992
214
3,883|
|lepairs
\dverlising,Publicity andSubsffipiions
fperational IAdministration
Subfofal|95
456
271
3rS5r'|989
2,174
22,567|||95
7,145
2,145
26.511||3.047
1,959
73,521|
|A4Assetandinvestment||||||||
|purchases,(seetable)
ComputerEquipment
Rentdeoosit|9rto|r___
EsIlf________I
t___
o1|f
i,4rll
l-___-r1|||f----
r---|,8a
ol|
|Fixtures& Fitiings
Subfotal|u
914|----Er--_n|r-ru,r|||t-----,*,||
|TotalPaYments||||||||
|Netofrecei Pts/(PaYments)
A5Transfersbetweenfunds
A6 CashfundslastYearend
Cashfundsthis Yearend|l-',Er
r-5#l|i-ii-Gii-i
t------#+lH|ire:|||ffi||
||||Unrestricted|Restricted|Endowment|
|---|---|---|---|---|---|
||||tunds|funds|funds|
|B'lCashfunds|Tatal cashfunds
Cash atBank||tonearestt
f-------r,66rl
E:
ffi|toneareatf
f-
rsr4oTl
r---_---
F------l
ffi|tonearestS
r--_=l
l-1|
||(agffibdanc6withr€Giplsaf,dpayrents|||||
|||amunt(s))||||
||||Unrestricted|Restricted|Endowment|
|B2Other monetaryassets|;i*
Rentdeposit||funds
ta nearest€
r---l|funds
tonearestf,
f-.--soo
I
F------_-J
F--.l
t--------_-l
t'l|funds
tonBafesif.
r--l
r-------:l|
|El3lnvestment assets|||Fund towhich
assetbelongs
r
_l|Cost(oPtional)
r_-__-:.-1
l_-=
r-'----------:-l|Curentvalue
(optional)
r---l
H
r-----.1|
||||Fundto which
assetbelongs|Cost(optional)|Curronl valus
(opfional)|
|84Assetsretainedforthe|Cornputer Equipment||Restricted|||
|ehari\fsownuse|Computer Equipment
Purchased/DonatedOffice|Furniiuleand|Unrestricted
Jnrestricted|||
||Purchased/DonatedOfflce|Furniture and|lestricted|||
||||Fund towhich|Amountdue|When due|
||||liabilityrelatG|(optional,|(optional)|
|85 Liabilities||||||
|signedby one ortwo trusteeson
behatfofailthetrustees|signaturg|
^- ,|print|Name||
||,rrr't--"||===
w|||
CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Section A
Independent Examiner's Report
Report to tho trustoe81
membors of
Banburyshire Citizen Project
On accounts for t year
ondod
30 April 2022
Charlty no
(if any)
1170519
out on pag•8
I report to the trustees on my examination of the accounts of the above
charity (Ihe Trust") for the year ended 30 April 2022.
R•*ponslbllltl•s and As the charity trustees of the Trust, you are responsible for the preparation
basis of report of the accounts in accordance with the requiremènts of the Charities Act
2011 {-the Act.).
I report in respect of my examination of th8 Trust's accounts carried out
undér section 145 of the 2011 Act and in carying out my examination, I
have followed the applicable Directions given by the Charity Commission
under séction 145(5Xb) of the AGt.
I have completed my examination. I confirm that rKJ material matters have
come to my attention in connection with the examination which gives me
cause to believe that in. any material respect..
accounting records were not kept in accordance with section 130 of
the Ad or
the accounts do not accord with the accounting records
Independent
•xaminerf3 stst•m•nt
have concems and have come across no other matters in connection
wilh the exarninatn to which attention should b8 drawn in order to enable a
proper understanding of the accounts to be reachad.
Slgnod:
D•tO:
Name:
Rèlevant profossional
quallfl¢ation{s) or body
(rf any):
Jo rttL
Address:
v4 11 Z5w)
IER
October 2018