Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 01 05 2022 To 30 04 2023
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
Postcode
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) |
|---|---|---|---|---|
| Andrew Willis | Chairman | |||
| Barbara Gilks | ||||
| Margaret Cullip | Secretary | |||
| Lynne Tree | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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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
Summary of the objects of the charity set out in its governing document
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 PROMOTION OF SOCIAL INCLUSION OF THOSE EXCLUDED FROM SOCIETY OR PART OF SOCIETY DUE TO THEIR SOCIAL AND/OR 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
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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)
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
| In the Oxfordshire Adult Social Care Awards 2023 we were Shortlisted in the Inspiration Award and in the previous year Highly Commended. The charity has been exceptionally busy with clients needing our help as a result of the Cost-of-Living Crisis. Banburyshire Advice centre actively took part in the BBC Oxford Cost of Living Clinic held at Banbury Town Market, where we helped with a number of public enquiries as a result of the crisis. Andy Willis has also been a guest on Radio Oxford talking about issues important for our beneficiaries. The charity has been successful in obtaining a number of grants which are the main source of income for the charity. As I write this report the charity is about to move from our Banbury Town Centre Advice (Borough House) to a larger premises to keep up with demand. We are in the process of recruiting new volunteer advisers. We helped 1513 people during this reporting period. A large number of people needed Foodbank vouchers, help with Attendance Allowance, Universal Credit and PIP. We know we helped clients gain £94,213.72 from our assistance but the figure is an under reporting as clients do not always tell us if they gain the benefits, so the figures of client monetary gain are significantly higher than the figures given above. ENQUIRY TYPE & NUMBER OF CASES Option Count % Rank Aids and Adaptations 2 0.15% 36 Attendance Allowance 125 9.15% 3 Blue Badge 51 3.73% 7 Bus Pass 3 0.22% 34 Care Home 6 0.44% 30 Career counselling 11 0.81% 26 Carers Allowance 22 1.61% 19 Charitable Grants 14 1.02% 24 Consumer 8 0.59% 28 Council Tax Benefit 24 1.76% 18 Crisis payment 0 0.00% 49 Disability Living Allowance 14 1.02% 24 Disabled Companion bus pass 1 0.07% 44 Disabled Railcard 2 0.15% 36 Education course / educational 4 0.29% 33 Employment and Support Allowance 31 2.27% 13 Family/Personal 17 1.24% 22 Food Bank 189 13.84% 2 General enquiry 11 0.81% 26 Good Neighbour Scheme 0 0.00% 49 Grants 15 1.10% 23 Health and Wellbeing 20 1.46% 20 Housing Benefit 7 0.51% 29 HousingIssue 52 3.81% 6 |
|
|---|---|
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Section D Achievements and erformance p
| Income Support | 3 | 0.22% | 34 | |||
|---|---|---|---|---|---|---|
| Industrial Injuries benefit | 2 | 0.15% | 36 | |||
| Jobseekers | 2 | 0.15% | 36 | |||
| Legal | 43 | 3.15% | 9 | |||
| Leisure | 1 | 0.07% | 44 | |||
| Loneliness | 0 | 0.00% | 49 | |||
| Mandatory Reconsideration / Tribunal | 38 | 2.78% | 12 | |||
| Mental Health | 2 | 0.15% | 36 | |||
| Money / Debt | 27 | 1.98% | 17 | |||
| National Trust Disabled | member | |||||
| scheme | 1 | 0.07% | 44 | |||
| Ombudsman | 2 | 0.15% | 36 | |||
| Other | 70 | 5.12% | 5 | |||
| Pension Credit | 49 | 3.59% | 8 | |||
| Pension Credit (Housing element) | 1 | 0.07% | 44 | |||
| Personal Independence | Payment | 194 | 14.20% | 1 | ||
| Power of Attorney | 29 | 2.12% | 15 | |||
| Private Pensions | 1 | 0.07% | 44 | |||
| State Pension | 5 | 0.37% | 31 | |||
| Support Group | 0 | 0.00% | 49 | |||
| Tradesman | 2 | 0.15% | 36 | |||
| Transport | 5 | 0.37% | 31 | |||
| Universal Credit | 100 | 7.32% | 4 | |||
| Unspecified state benefit | 29 | 2.12% | 15 | |||
| Utilities | 39 | 2.86% | 11 | |||
| Wills | 18 | 1.32% | 21 | |||
| Tax | 41 | 3.00% | 10 | |||
| Advocacy | 2 | 0.15% | 36 | |||
| Benefit check | 31 | 2.27% | 13 | |||
| GENDER | ||||||
| Option | Count | % | Rank | |||
| Female | 583 | 38.5% | 2 | |||
| Male | 919 | 60.7% | 1 | |||
| Transgen der |
0 | 0.0% | 4 | |||
| Not known |
11 | 0.7% | 3 | |||
| ETHNICITY | ||||||
| Option | Count | % | Rank | |||
| Any mixed background | 1 | 0.1% | 10 | |||
| Asian - Bangladeshi | 0 | 0.0% | 16 | |||
| Asian - British | 24 | 2.6% | 4 |
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Section D Achievements and erformance p
| Asian - Chinese | 2 | 0.2% | 8 |
|---|---|---|---|
| Asian - Indian | 5 | 0.5% | 7 |
| Asian - Other Asian bg | 2 | 0.2% | 8 |
| Asian - Pakistani | 1 | 0.1% | 10 |
| Black - African | 1 | 0.1% | 10 |
| Black - British | 7 | 0.8% | 5 |
| Black - Caribbean | 1 | 0.1% | 10 |
| Black - Other black bg | 1 | 0.1% | 10 |
| Not known | 197 | 21.2% | 2 |
| Other ethnic background | 1 | 0.1% | 10 |
| White - British | 652 | 70.1% | 1 |
| White - Irish | 6 | 0.6% | 6 |
| White - Other White bg | 29 | 3.1% | 3 |
DISABILITY Please note clients may have multiple health problems and we cannot record all of them. Cancer clients may also be under physical problems if multiple health issues present.
| Option | Count | % | Rank |
|---|---|---|---|
| Aspergers | 4 | 0.4% | 14 |
| Autism | 13 | 1.4% | 9 |
| Brain injury | 9 | 1.0% | 10 |
| Cancer | 21 | 2.3% | 7 |
| Dementia | 26 | 2.8% | 6 |
| Dyscalcula | 0 | 0.0% | 18 |
| Dyslexia | 1 | 0.1% | 17 |
| Dyspraxia | 0 | 0.0% | 18 |
| Eyesight | 5 | 0.5% | 12 |
| Hearing | 2 | 0.2% | 16 |
| Learning Disabilities | 7 | 0.8% | 11 |
| Mental health | 155 | 16.7% | 3 |
| No disabilities | 126 | 13.5% | 4 |
| Not applicable | 178 | 19.1% | 2 |
| Parkinson's | 5 | 0.5% | 12 |
| Phys. and Memory Problems | 18 | 1.9% | 8 |
| Phys. and MH Disabilities | 119 | 12.8% | 5 |
| physical disabilities | 237 | 25.5% | 1 |
| Speech | 4 | 0.4% | 14 |
LOCALITY
| LOCALITY | |||
|---|---|---|---|
| Option | Count | % | Rank |
| Banbury resident | 446 | 48.0% | 1 |
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Section D Achievements and erformance p
| Buckinghamshire | 182 | 19.6% | 2 |
|---|---|---|---|
| Cherwell District | 124 | 13.3% | 3 |
| City of Oxford | 6 | 0.6% | 12 |
| Out of Area | 12 | 1.3% | 9 |
| South Northants | 34 | 3.7% | 4 |
| South Oxfordshire | 2 | 0.2% | 13 |
| Warwickshire | 29 | 3.1% | 6 |
| West Oxfordshire | 10 | 1.1% | 11 |
| Vale of White Horse | 1 | 0.1% | 14 |
| Bodicote | 20 | 2.2% | 8 |
| Bicester | 23 | 2.5% | 7 |
| Adderbury | 11 | 1.2% | 10 |
| Not known | 30 | 3.2% | 5 |
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Section E Financial review
The charity tries to maintain 6 months reserves where possible. None of Brief statement of the our funding is regular or guaranteed which means long term financial charity’s policy on reserves planning is exceptionally difficult.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
The charity continues to apply funding and donations from a wide range You may choose to include of Trusts, Charities, Foundations, local Councils and donations in additional information, where general. 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, Chair, etc) Chairman
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Date 2010912023 TAR Mar¢h 2012
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to th• trusto081 mombors of Banburyshire Citizen Project On accounts for tho year •nded 30 April 2023 Charlty no Ilf any 1170519 Sot out on pays I report to the trustees on my examination of the accounts of the above harity (Ih8 Trust-) for the year ended 30 April 2023. Rosponsibllltles and As the charity twstees of the Trust. you ar8 responsible for the preparation basis of report of the accounts in accordance with the requirem8nts of the Charities Act 2011 (Ihe Act"). I report in respect of my examination of the Trust's accounts carried out under sedion 145 of the 2011 Act and in carrying out my examination. I have followed the applicabK8 DirectK)ns given by the Charity Commission under section 145{5Mbl of the Act. I have completed my examination. I confim that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respecl.. accounting records were nol kept in a¢dance with section 130 of the Act or the accounts do not accord with the a¢¢ounting records Independent •xamlner's statement I have no concems and have Come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Slgnod: Dato: tst) Nam•: Chris Bleach Rèlèvant profe88lonal qualification{s) or body (If any): None Addross: 11 Thorpe Road Chacombe Banbury, Oxfordshire OX17 2JW IER October 2018
| entsaccounts | entsaccounts | ||||
|---|---|---|---|---|---|
| Unrestricted lunds |
Restricted lunds |
Endowment funds |
Total | funds Lastyear |
|
| tothoncareste | to thcncarcatE | to thc ncarcstg | to thcnGarcste tothcncarest€ |
||
| 20,596 | 26,429 | ||||
| 0 | |||||
| 20,596 | 26,129 | ||||
| rotatreceiporcl | f'-iffil | t-ll | , | ze'42glf--1 | |
| A3 loomHire andentertaining Trainino lnsurance Rentand Rates felephone rPoslaoe and Stationerv /olunteer Expenses )omDutercosts |
216 | 527 114 686 9,353 r.35,l do{ 209 6,368 |
527 ,114 6A6 9,353 1.351 40r 209 6,584 |
||
| lepairs | |||||
| qavertising, Publicity and Subscriptions | 150 | 2.107 | 2,257 | ||
| Snerational/Administration | 473 | 1,134 | '1,907 | ||
| Subtotal | 839 | 22,550 | 23,389 | ||
| A4Asset and investment | |||||
| purchases,(seetable) | |||||
| ComputerEquiPment | |||||
| Rentdeposit | |||||
| Filitures&Fittings | 66 | ||||
| Subtotal | 66 | ||||
| TotalPaYments | t-%l | f----tiU;tl | l-l | I-'?41ru11-1 | |
| NetofreceiPts/(PaYments) | ==== | ||||
| A5Transfersbetweenfunds | |||||
| ABCashfundslastYearend | |||||
| CashfundsthisYearend |
| Unrestricted funds |
Restrlcted lunds |
Endowment funds |
||||
|---|---|---|---|---|---|---|
| BlCashlunds | atBank | Totalcashfunds | t6neatcstg I tz,zes r= l-:J I rz.zso l-.-t...*I |
I I I |
toncal?stt t-.-I l-lF-----t r |
|
| {aoreebalances with receipts and payments account(s)) |
UnrBstrictcd | Restricted | Endowment | |||
| funds | funds | funds | ||||
| bn"arGstf | toncatlstf | to ncarcst e | ||||
| 500 | ||||||
| 82Other monetaryasseb | Rentdepqsit | |||||
| Cost(optional) | ||||||
| 83 lnvestmentassets | ||||||
| Fundto which | Cost (op{ional} | Curantvaluc | ||||
| 84 Assetsretainedfor the | Computer EquiPment | |||||
| charity'sovYnuse | ComDuter | EquiPment | ||||
| Furctusea I | DonatedOfficeFurniture and | |||||
| sduiDment | ||||||
| EEhasedI | OonatedOffice Fumitureand | |||||
| eouipment | ||||||
| 85 Liabilities | ||||||
| Signed by oneortwo trustees on behalf of all thetrustees |
$ignature | PrintNafiie | ||||
| AtoDt"Sol-ctLtts |