
## **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<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Andrew Willis|Chairman|||
||Barbara Gilks||||
||Margaret Cullip|Secretary|||
||Lynne Tree||||
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

**Name Dates acted if not for whole year** 

**TAR** 

March **2012** 

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** 

**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 

**TAR** 

March **2012** 

2 



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. 

**TAR** 

March **2012** 

3 



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<br>the Inspiration Award and in the previous year Highly Commended.<br>The charity has been exceptionally busy with clients needing our help as<br>a result of the Cost-of-Living Crisis. Banburyshire Advice centre actively<br>took part in the BBC Oxford Cost of Living Clinic held at Banbury Town<br>Market, where we helped with a number of public enquiries as a result of<br>the crisis. Andy Willis has also been a guest on Radio Oxford talking<br>about issues important for our beneficiaries.<br>The charity has been successful in obtaining a number of grants which<br>are the main source of income for the charity. As I write this report the<br>charity is about to move from our Banbury Town Centre Advice (Borough<br>House) to a larger premises to keep up with demand. We are in the<br>process of recruiting new volunteer advisers.<br>We helped 1513 people during this reporting period. A large number of<br>people needed Foodbank vouchers, help with Attendance Allowance,<br>Universal Credit and PIP.<br>We know we helped clients gain £94,213.72 from our assistance but the<br>figure is an under reporting as clients do not always tell us if they gain the<br>benefits, so the figures of client monetary gain are significantly higher<br>than the figures given above.<br>**ENQUIRY TYPE & NUMBER OF CASES**<br>**Option**<br>**Count**<br>**%**<br>**Rank**<br>Aids and Adaptations<br>2<br>0.15%<br>36<br>Attendance Allowance<br>125<br>9.15%<br>3<br>Blue Badge<br>51<br>3.73%<br>7<br>Bus Pass<br>3<br>0.22%<br>34<br>Care Home<br>6<br>0.44%<br>30<br>Career counselling<br>11<br>0.81%<br>26<br>Carers Allowance<br>22<br>1.61%<br>19<br>Charitable Grants<br>14<br>1.02%<br>24<br>Consumer<br>8<br>0.59%<br>28<br>Council Tax Benefit<br>24<br>1.76%<br>18<br>Crisis payment<br>0<br>0.00%<br>49<br>Disability Living Allowance<br>14<br>1.02%<br>24<br>Disabled Companion bus pass<br>1<br>0.07%<br>44<br>Disabled Railcard<br>2<br>0.15%<br>36<br>Education course / educational<br>4<br>0.29%<br>33<br>Employment and Support Allowance<br>31<br>2.27%<br>13<br>Family/Personal<br>17<br>1.24%<br>22<br>Food Bank<br>189<br>13.84%<br>2<br>General enquiry<br>11<br>0.81%<br>26<br>Good Neighbour Scheme<br>0<br>0.00%<br>49<br>Grants<br>15<br>1.10%<br>23<br>Health and Wellbeing<br>20<br>1.46%<br>20<br>Housing Benefit<br>7<br>0.51%<br>29<br>HousingIssue<br>52<br>3.81%<br>6|
|---|---|



**TAR** 

March **2012** 

4 



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<br>der|0|||0.0%|4||
|Not<br>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||



**TAR** 

March **2012** 

5 



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|



**TAR** 

March **2012** 

6 



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|



**TAR** 

March **2012** 

7 



## **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 

**TAR** 

March **2012** 

8 



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<br>lunds|Restricted<br>lunds|Endowment<br>funds|Total|funds<br>Lastyear|
||tothoncareste|to thcncarcatE|to thc ncarcstg|to thcnGarcste<br>tothcncarest€||
|||20,596|||26,429|
||||||0|
|||20,596|||26,129|
|rotatreceiporcl||f'-iffil|t-ll|,|ze'42glf--1|
|A3<br>loomHire andentertaining<br>Trainino<br>lnsurance<br>Rentand Rates<br>felephone<br>rPoslaoe and Stationerv<br>/olunteer Expenses<br>)omDutercosts|216|527<br>114<br>686<br>9,353<br>r.35,l<br>do{<br>209<br>6,368|||527<br>,114<br>6A6<br>9,353<br>1.351<br>40r<br>209<br>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<br>funds|Restrlcted<br>lunds||Endowment<br>funds|
|---|---|---|---|---|---|---|
|BlCashlunds|atBank|Totalcashfunds||t6neatcstg<br>I<br>tz,zes<br>r=<br>l-:J<br>I<br>rz.zso<br>l-.-t...*I|I<br>I<br> I|toncal?stt<br>t-.-I<br>l-lF-----t<br>r|
||{aoreebalances with receipts and payments<br>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<br>behalf of all thetrustees||$ignature|PrintNafiie||||
||||AtoDt"Sol-ctLtts||||



