2024-04-30-accounts

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Trustees' Annual Report for the period

From

Period start date Period end date Day Month Year Day Month Year 01 05 2023 To 30 04 2024

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 49c Castle Street Banbury Oxfordshire Postcode OX16 5NU

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Barbara Gilks
Margaret Cullip	Secretary
Andrew Willis	Chairman
Surinder Dhesi		10/12/2023 onwards

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year 1 March 2012 ~~—— <<~~

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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

Constitution

Type of governing document (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)

Conflict of Interest Policy You may choose to include Health and Safety Policy additional information, where Data Protection Policy relevant, about: Safeguarding Policy  policies and procedures IAG Policy Disciplinary Policy 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

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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)

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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

The charity was nominated for the National Diversity Awards and we were Summary of the main fnalist in the Award Ceremony in October 2024. achievements of the charity during the year

“Dear Banburshire Advice Centre,

Congratulations!!! You have made the shortlist for The National Diversity Awards 2024!!!

To be shortlisted from over 90,000 nominations and votes is a tremendous achievement, and a testament to all of your hard work and dedication to the equality, diversity and inclusion agenda.” National Diversity Awards

The client yearly gain from our help was £197,432.60, but the fgure is an under reporting as clients do not always tell us if they gain the benefts, so the client monetary gain is likely to be higher.

Banburyshire Advice Centre

IAG Trends and Targets Period 30/04/22 to 30/04/23 and 30/04/23 to 30/04/24.

The charity is affected by the number of enquiries we receive and the type of IAG help needed, for instance resource available, trained volunteers in the area, training requirements and storage of resources, such as forms and leaflets.

IAG Goals

Our goals are to try and get benefits first time round with the benefit form filling. As an organisation most of the time we achieve this and normally it is lack of medical evidence that prevents the client to achieve the benefits.

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Section D Achievements and performance

We measure as an organisation financial gains clients achieve and report this back in reports such as Charity Commission Reporting as this is important as funders look at this information before awarding grants.

Helping clients financial, physical and mental wellbeing through benefits achieve our charitable aims.

Charitable objects

We are a key service for Banbury cross Health Centre and Swan Practice as we provide extra support to their patients and provide and expertise they do not have or time to do.

Attendance Allowance

The amount of Attendance Allowance enquiries remained the same ranking in the two financial years (30/04/22 to 30/04/23 and 30/04/23 to 30/04/24). Our targets for both financial years was to see 100 enquiries which we achieved. These results are important to funders as it shows we make a difference. Financially it also means the charity must invest in advice resources to meet the needs of the clients.

Blue Badges

We aim to see 45 Blue badges each year and in both financial years we achieved this target. In fact in the 2[nd] financial year, we saw 75. In the first financial period we saw 51 people and in the 2[nd] financial year we saw 75 and the rank in the second year went from 7 to 5. These results have a financial impact on the charity as it shows to Oxfordshire County Council, we are making a difference to their residents and justifies the providing a grant to us.

Bus Pass

The Bus Pass enquiries remained consistent and out target is 1 a year which we meet.

Care Homes

Care Home enquiries remained nearly the same each year and we meet our target of 3 enquiries a year.

Career Counselling

We saw a small increase in Career Counselling, up by 2 enquiries. Our

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Section D Achievements and performance

targets are to see 8 enquiries a year, which we meet, hopefully over time the enquiries will increase.

Carers Allowance

Our target was to see 18 enquiries a year and the first period we saw 22 people and this increased to 27 people. This increase may be due to the increase in referrals from Carers Oxfordshire, Age UK Oxfordshire and Swan Practice.

Charitable Grants

We saw a decrease in the number of applications for grant, this could be for a variety of reasons such as clients getting jobs, change in family circumstances or even not knowing grants are available and we can assist with this.

Council Tax Beneft

We aim to see 10 of these enquiries a year. We can see there has been a decrease in number of enquiries.

Disability Living Allowance

It is our aim to help 10 enquiries a year and, in both years, we meet the targets. In the second period we saw more people needing help with DLA.

Employment & Support Allowance

Our target is to see 15 a year and in the first year period we saw 31, this went down to 25. The ranks only varied slightly.

Family / Personal

This remained roughly the same, 17 in one year and 19 the next.

Food Bank

In the first period we saw 189 enquiries compared to 84 enquiries in the second period. Our targets a year is 50 Food bank enquiries. The reason for the high numbers in the first period is probably due to COVID and the fact that the Food bank had lessened their restrictions to meet the crisis. However, the crisis is now over so the Food bank has now tightened up their procedures on who can have a voucher and how many in a 6-month period.

Legal

Legal cases remained in the 30s to 40s and this is probably due to the fact people struggle to finance legal matters and the reduction of Legal Aid.

Mandatory Reconsideration

We aim to see 30 a year of these. In the first year we saw 39 (11[th] Rank) and in the 2[nd] year we dealt with 42 enquiries (Rank 8). This indicates more people are needing assistance with writing these letters and more benefits are being turned down. The Impact on our IAG service is that we spend a lot of time researching and drafting these letters. Following this trend, we need to train more volunteers in this area if the trend continues. The service measures the impact of achievements by the number of case we won and benefits awarded. Each year we report on financial gains achieved in our

March 2012

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Section D Achievements and performance

charity commission reports.

Money and Debt

We have signposted over our target of 20 enquiries a year. In the first year we had 27 and in the second 29. For the service this means we need to have up to date referral agency details and we meet that requirement by paying out for Advice Finder software.

Personal Independence Payment

The number of enquiries remained the most popular enquiry for the service. In both years we had 194 enquiries. The impact on the service is that we need to train volunteers constantly with new Benefit procedures and rules each year and this means the charity has to invest in Benefit books such as Disability Rights Handbook, so they are equipped to do the volunteer role. Our targets for PIP were a 100 each year which we have easily met.

Universal Credit

In year one we saw 100 enquiries and year two 73 enquiries. Our targets were 50 a year, which we have met. The reason for the big increase in year one is that people were losing their jobs or having other financial pressure due to COVID affect.

As an organisation Universal Credit will be the most important benefit for training of staff as it replaces 6 other benefits and people are being migrated over to the new benefit system, so our figures are likely to increase. It does mean the charity has to invest in more training in this area and as Universal Credit application take a number of hours it has a knock on effect on appointments available for other clients depending on the complexity of enquiry.

Number of people we help

Our target is a thousand a year which we meet in both years. This means that the charity needs to have office space to see clients or room and this has a financial impact on the charity, which means we have to fundraise to cover core finances such as rent, room hire, phone, electricity etc. Ethnicity remains similar each year, in that we help mainly White British and this is due to demographics of the area we serve. Most of our clients have mental health or physical disabilities, this means for the charity we need to keep a calm space for clients and rooms need to be accessible for wheelchairs.

Most of our clients are Banbury residents, followed by Buckinghamshire residents and this trend is the same in both financial periods, followed by Cherwell District and South Northants.

Needs of the service following IAG analysis

Need to constantly get funding to cover Advice Resources
Need to have funding to cover core costs
Need funding to cover training and resources

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Section D Achievements and performance

Activities we will do to improve IAG as a result of evaluation	Activities we will do to improve IAG as a result of evaluation	Activities we will do to improve IAG as a result of evaluation
Continuous Improvement of IAG activities
 Attract more volunteers to meet demand
 Continually train stafon developments in benefts
 Share good practice at stafmeetings
 Discuss issues and other members of stafto ofer solutions
 Follow up cases and signposting
 Monitor developments in beneft world, CPAG, NAWRA, Benefts and
Work, Media
 Review feedback from clients
DATA
30/04/23 to 30/04/24
ENQUIRY
Opton	Count	%	Rank
Aids and Adaptatons	6	0.49%	30
Atendance Allowance	114	9.28%	3
Blue Badge	75	6.10%	5
Bus Pass	3	0.24%	35
Care Home	7	0.57%	26
Career counselling	13	1.06%	23
Carers Allowance	27	2.20%	13
Charitable Grants	6	0.49%	30
Consumer	4	0.33%	33
Council Tax Beneft	18	1.46%	19
Crisis payment	1	0.08%	42
Disability Living Allowance	17	1.38%	21
Disabled Companion bus pass	0	0.00%	47
Disabled Railcard	3	0.24%	35
Educaton course / educatonal	4	0.33%	33
Employment and Support Allowance	25	2.03%	15
Family/Personal	19	1.55%	18
Food Bank	84	6.83%	4
General enquiry	8	0.65%	25
Good Neighbour Scheme	0	0.00%	47
Grants	13	1.06%	23
Health and Wellbeing	17	1.38%	21
Housing Beneft	7	0.57%	26
Housing Issue	52	4.23%	7
Income Support	0	0.00%	47
Industrial Injuries beneft	2	0.16%	40
Jobseekers	3	0.24%	35
Legal	32	2.60%	11
Leisure	1	0.08%	42
Loneliness	0	0.00%	47
Mandatory Reconsideraton / Tribunal	42	3.42%	8
Mental Health	1	0.08%	42

March 2012

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Section D Achievements and performance

Money / Debt
29
2.36%
12
Natonal Trust Disabled member
scheme
2
0.16%
40
Ombudsman
3
0.24%
35
Other
42
3.42%
8
Pension Credit
26
2.12%
14
Pension Credit (Housing element)
1
0.08%
42
Personal Independence Payment
194
15.79%
1
Power of Atorney
24
1.95%
16
Private Pensions
7
0.57%
26
State Pension
3
0.24%
35
Support Group
0
0.00%
47
Tradesman
1
0.08%
42
Transport
5
0.41%
32
Universal Credit
73
5.94%
6
Unspecifed state beneft
7
0.57%
26
Utlites
22
1.79%
17
Wills
18
1.46%
19
Tax
33
2.69%
10
Advocacy
0
0.00%
47
Beneft check
135
10.98%
2
GENDER
Opton
Count
%
Rank
Female
521
38.1%
2
Male
830
60.8%
1
Transgender
0
0.0%
4
Not known
15
1.1%
3
ETHNICITY
Opton
Count
%
Rank
Any mixed background
2
0.2%
10
Asian - Bangladeshi
0
0.0%
15
Asian - Britsh
22
2.6%
3
Asian - Chinese
0
0.0%
15
Asian - Indian
3
0.4%
7
Asian - Other Asian bg
2
0.2%
10
Asian - Pakistani
2
0.2%
10
Black - African
3
0.4%
7
Black - Britsh
5
0.6%
5
Black - Caribbean
2
0.2%
10
Black - Other black bg
1
0.1%
14

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Section D Achievements and performance

Not known	240	28.4%	2
Other ethnic background	3	0.4%	7
White - Britsh	539	63.8%	1
White - Irish	5	0.6%	5
White - Other White bg	16	1.9%	4

DISABILITY

DISABILITY
Opton	Count	%	Rank
Aspergers	2	0.2%	17
Autsm	7	0.8%	11
Brain injury	8	0.9%	10
Cancer	24	2.8%	7
Dementa	29	3.4%	6
Dyscalcula	0	0.0%	19
Dyslexia	6	0.7%	13
Dyspraxia	1	0.1%	18
Eyesight	6	0.7%	13
Hearing	11	1.3%	9
Learning Disabilites	6	0.7%	13
Mental health	125	14.8%	3
No disabilites	90	10.7%	4
Not applicable	143	16.9%	2
Parkinson's	7	0.8%	11
Phys. and Memory Problems	18	2.1%	8
Phys. and MH Disabilites	83	9.8%	5
physical disabilites	276	32.7%	1
Speech	3	0.4%	16

LOCALITY

LOCALITY
Opton	Count	%	Rank
Banbury resident	359	42.5%	1
Buckinghamshire	233	27.6%	2
Cherwell District	90	10.7%	3
City of Oxford	4	0.5%	12
Out of Area	8	0.9%	10
South Northants	20	2.4%	7
South Oxfordshire	7	0.8%	11
Warwickshire	4	0.5%	12
West Oxfordshire	10	1.2%	9
Vale of White Horse	1	0.1%	15
Bodicote	28	3.3%	6

March 2012

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Section D Achievements and performance

Bicester	35		4.1%	4
Adderbury	11		1.3%	8
Not known	32		3.8%	5
Banbury (Grimsbury Ward)	3		0.4%	14
Banbury (Ruscote Ward)	0		0.0%	16
Banbury (Neithrope Ward)	0		0.0%	16
Banbury (Bretch Hill)	0		0.0%	16
Banbury (Hightown)	0		0.0%	16
HOUSING ASSOCIATION
Opton		Count	%		Rank
Homeowner		208	24.6%		2
Private landlord		69	8.2%		3
A2 Dominion		1	0.1%		13
Ability Housing		0	0.0%		17
Anchor		0	0.0%		17
Bromford		4	0.5%		8
Charter Community Housing		0	0.0%		17
Cherwell Housing Trust		1	0.1%		13
Cotsway		0	0.0%		17
English Rural Housing		0	0.0%		17
Greensquare		1	0.1%		13
Hanover		0	0.0%		17
Housing 21		0	0.0%		17
Jepson Housing		0	0.0%		17
Methodist Housing Assoc		0	0.0%		17
Not known		426	50.4%		1
Other HA (not listed)		30	3.6%		5
Oxford Citzen Housing		2	0.2%		10
Paradigm		24	2.8%		6
Raglan Housing Assoc		0	0.0%		17
Grand Union		2	0.2%		10
Fairhive		3	0.4%		9
Sanctuary		65	7.7%		4
SOHA		1	0.1%		13
Sovereign		2	0.2%		10
Fair view		0	0.0%		17
Stonewater		6	0.7%		7

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Section D Achievements and performance

	30/04/22 to 30/04/23 ENQUIRY
	Opton Count % Rank Aids and Adaptatons 2 0.15% 36 Atendance Allowance 125 9.14% 3 Blue Badge 51 3.73% 7 Bus Pass 3 0.22% 34 Care Home 6 0.44% 30 Career counselling 11 0.80% 26 Carers Allowance 22 1.61% 19 Charitable Grants 14 1.02% 24 Consumer 8 0.58% 28 Council Tax Beneft 24 1.75% 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 Educaton course / educatonal 4 0.29% 33 Employment and Support Allowance 31 2.27% 13 Family/Personal 17 1.24% 22 Food Bank 189 13.82% 2 General enquiry 11 0.80% 26 Good Neighbour Scheme 0 0.00% 49 Grants 15 1.10% 23 Health and Wellbeing 20 1.46% 20 Housing Beneft 7 0.51% 29 Housing Issue 52 3.80% 6 Income Support 3 0.22% 34 Industrial Injuries beneft 2 0.15% 36 Jobseekers 2 0.15% 36 Legal 43 3.14% 9 Leisure 1 0.07% 44 Loneliness 0 0.00% 49 Mandatory Reconsideraton / Tribunal 39 2.85% 11 Mental Health 2 0.15% 36 Money / Debt 27 1.97% 17 Natonal Trust Disabled member scheme 1 0.07% 44 Ombudsman 2 0.15% 36 Other 70 5.12% 5 Pension Credit 49 3.58% 8 Pension Credit (Housing element) 1 0.07% 44 Personal Independence Payment 194 14.18% 1 Power of Atorney 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 7.31% 4 Unspecifed state beneft 29 2.12% 15

30/04/22 to 30/04/23
ENQUIRY

Opton
Count
%
Rank
Aids and Adaptatons
2
0.15%
36
Atendance Allowance
125
9.14%
3
Blue Badge
51
3.73%
7
Bus Pass
3
0.22%
34
Care Home
6
0.44%
30
Career counselling
11
0.80%
26
Carers Allowance
22
1.61%
19
Charitable Grants
14
1.02%
24
Consumer
8
0.58%
28
Council Tax Beneft
24
1.75%
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
Educaton course / educatonal
4
0.29%
33
Employment and Support Allowance
31
2.27%
13
Family/Personal
17
1.24%
22
Food Bank
189
13.82%
2
General enquiry
11
0.80%
26
Good Neighbour Scheme
0
0.00%
49
Grants
15
1.10%
23
Health and Wellbeing
20
1.46%
20
Housing Beneft
7
0.51%
29
Housing Issue
52
3.80%
6
Income Support
3
0.22%
34
Industrial Injuries beneft
2
0.15%
36
Jobseekers
2
0.15%
36
Legal
43
3.14%
9
Leisure
1
0.07%
44
Loneliness
0
0.00%
49
Mandatory Reconsideraton / Tribunal
39
2.85%
11
Mental Health
2
0.15%
36
Money / Debt
27
1.97%
17
Natonal Trust Disabled member
scheme
1
0.07%
44
Ombudsman
2
0.15%
36
Other
70
5.12%
5
Pension Credit
49
3.58%
8
Pension Credit (Housing element)
1
0.07%
44
Personal Independence Payment
194
14.18%
1
Power of Atorney
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
7.31%
4
Unspecifed state beneft
29
2.12%
15

March 2012

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Section D Achievements and performance

Utlites				39	2.85%	11
Wills				19	1.39%	21
Tax				41	3.00%	10
Advocacy				2	0.15%	36
Beneft check				31	2.27%	13
GENDER
Opton	Count			%	Rank
Female	583			38.5%	2
Male	919			60.7%	1
Transgender	0			0.0%	4
Not known	11			0.7%	3
ETHNICITY
Opton			Count	%	Rank
Any mixed background			1	0.1%	10
Asian - Bangladeshi			0	0.0%	16
Asian - Britsh			24	2.6%	4
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 - Britsh			7	0.8%	5
Black - Caribbean			1	0.1%	10
Black - Other black bg			1	0.1%	10
Not known			195	21.0%	2
Other ethnic background			1	0.1%	10
White - Britsh			654	70.3%	1
White - Irish			6	0.6%	6
White - Other White bg			29	3.1%	3
DISABILITY
Opton		Count	%	Rank
Aspergers		4	0.4%	14
Autsm		13	1.4%	9
Brain injury		9	1.0%	10

March 2012

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Section D Achievements and performance

Cancer	21	2.3%	7
Dementa	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 Disabilites	7	0.8%	11
Mental health	154	16.6%	3
No disabilites	125	13.4%	4
Not applicable	178	19.1%	2
Parkinson's	5	0.5%	12
Phys. and Memory Problems	19	2.0%	8
Phys. and MH Disabilites	120	12.9%	5
physical disabilites	237	25.5%	1
Speech	4	0.4%	14
LOCALITY
Opton		Count	%	Rank
Banbury resident		436	46.9%	1
Buckinghamshire		182	19.6%	2
Cherwell District		122	13.1%	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%	14
Warwickshire		29	3.1%	6
West Oxfordshire		10	1.1%	11
Vale of White Horse		1	0.1%	16
Bodicote		21	2.3%	8
Bicester		29	3.1%	6
Adderbury		11	1.2%	10
Not known		30	3.2%	5
Banbury (Grimsbury Ward)		2	0.2%	14
Banbury (Ruscote Ward)		3	0.3%	13
Banbury (Neithrope Ward)		0	0.0%	17
Banbury (Bretch Hill)		0	0.0%	17
Banbury (Hightown)		0	0.0%	17

Section E Financial review

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Brief statement of the charity’s policy on reserves

The charity tries to maintain 6 months reserves where possible. None of our funding is regular or guaranteed which means long term financial 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 Paradigm £5,624 sources of funds (including Oxfordshire Community Foundation £2,500 any fundraising); Cherwell District Council £1,000
how expenditure has Cherwell District Council Brighter Futures £3,000 SOHA Housing £2,000
supported the key objectives Rothschild Foundation £1,500
of the charity;
Bodicote Parish Council £500
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information i —SSCSCs

Section G Declaration ee

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 BCAv ~~ee~~

March 2012

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Position (eg Secretary, Chair, Chairman etc) Date 22/10/24

March 2012

TAR

	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1170519 Banburyshire Citizen Project 01-May-23 30-Apr-24 ~~=—=—_~~	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1170519 Banburyshire Citizen Project 01-May-23 30-Apr-24 ~~=—=—_~~	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1170519 Banburyshire Citizen Project 01-May-23 30-Apr-24 ~~=—=—_~~	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1170519 Banburyshire Citizen Project 01-May-23 30-Apr-24 ~~=—=—_~~	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1170519 Banburyshire Citizen Project 01-May-23 30-Apr-24 ~~=—=—_~~	No (if any) Charity Name Receipts andpayments accounts Period start date Period end date To For the period from CC16a 1170519 Banburyshire Citizen Project 01-May-23 30-Apr-24 ~~=—=—_~~
Section A Receipts and payments
	Unrestricted funds		Restricted funds	Endowment funds	Total funds	Last year
	to the nearest £	to the nearest	to the nearest £	to the nearest £	to the nearest £	to the nearest £
A1 Receipts Grants & Donations 9,955 21,799 - 31,754 26,429 Gift Aid Receipts - - - - - Interest 0 - - 0 - Course fee income - - - - - - - - - - - - - - - - - - - - - - - - - *Sub total*(Gross income for AR)9,955 21,799 - 31,754 26,429 A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 9,955 21,799 - 31,754 26,429 ~~===~~ ~~= ===~~ ~~—SSeS=~~
A3 Payments
Room Hire and entertaining	-		260	-	260	527
Training	114		707	-	821	114
Insurance	320		1,282	-	1,602	686
Rent and Rates	676		8,397	-	9,073	9,353
Utilities	163		284		447	-
Telephone	341		1,737	-	2,078	1,351
Printing, Postage and Stationery	613		693	-	1,306	401
Volunteer Expenses	-		868	-	868	209
Computer costs	467		6,204	-	6,671	6,584
Repairs	55		-		55	-
Advertising, Publicity and Subscriptions
	838		1,677	-	2,515	2,257
Operational / Administration	733		66	-	799	1,907
**Sub total **	4,320		22,175	-	26,495	23,389
A4 Asset and investment purchases, (see table) Computer Equipment 500 0 - 500 652 Rent deposit - 500 - 500 - Fixtures & Fittings 1,340 0 - 1,340 132 Sub total 1,840 - 500 - 1,340 784 *Total payments* 6,160 21,675 - 27,835 24,173 ~~——==——~~
*Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*	3,795 124 - 3,919 2,256 - 247 247 - - - 14,590 12,735 - 27,325 25,069 18,138 13,106 - 31,244 27,325 ~~====>=~~						2,256 - 25,069 27,325

CCXX R1 accounts (SS)

21/10/2024

Section B Statement of assets and liabilities at the end of the period

			Unrestricted		Restricted	Endowment	Endowment
Categories	Details		funds		funds	funds
			to nearest £		to nearest £	to nearest £
B1 Cash funds	18,138 13,106 - - - - - - - 18,138 13,106 - *Total cash funds* Cash at Bank ~~SSS~~
	(agree balances with receipts and payments	(agree balances with receipts and payments
	account(s))		OK		OK	OK
			Unrestricted		Restricted	Endowment
			funds		funds	funds
	Details		to nearest £		to nearest £	to nearest £
B2 Other monetary assets	- - - - - - - - - - - - - - - Rent deposit ~~SS~~
	Details		Fund to which asset belongs		Cost (optional)	Current value (optional)	Current value
B3 Investment assets B4 Assets retained for the charity’s own use	- - - - - - - - Fund to which asset belongs Cost (optional) Current value (optional) Restricted - - Computer Equipment Unrestricted - - Unrestricted - - Restricted - - - - - - - - - - - - Details Computer Equipment Purchased / Donated Office Furniture and equipment Purchased / Donated Office Furniture and equipment ~~an~~
			Fund to which		Amount due	When due
	Details		liability relates		(optional)	(optional)
B5 Liabilities	- - - ~~——~~
Signed by one or two trustees on behalf of all the trustees	Signature		Print Name	Print Name		Date of approval
			Andrew Willis BCAv			22/10/2024

Signed by one or two trustees on behalf of all the trustees

CCXX R2 accounts (SS)

21/10/2024

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Banburyshire Citizen Project On accounts for the year ended 30 April 2024 Charity no (if any) 1170519 Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 30 April 2024. Rosponslbllltles and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no 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 Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concerns 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. Signed: Date: Z02Lt Name: Chris Bleach Relevant professional qualification(s) or body (if any): None Address: 11 Thorpe Road Chacombe Banbury, Oxfordshire OX17 2JW IER October 2018

Trustees' Annual Report for the period

Section A Reference and administration details

Names of the charity trustees who manage the charity

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Names and addresses of advisers (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Additional governance issues (Optional information)

Section C Objectives and activities

Section D Achievements and performance

Banburyshire Advice Centre

IAG Goals

Charitable objects

Attendance Allowance

Blue Badges

Bus Pass

Care Homes

Career Counselling

Carers Allowance

Charitable Grants

Council Tax Beneft

Disability Living Allowance

Employment & Support Allowance

Family / Personal

Food Bank

Legal

Mandatory Reconsideration

Money and Debt

Personal Independence Payment

Universal Credit

Number of people we help

Needs of the service following IAG analysis

Section D Achievements and performance

Section D Achievements and performance

DISABILITY

LOCALITY

Section D Achievements and performance

Section D Achievements and performance

Section D Achievements and performance

Section E Financial review

Brief statement of the charity’s policy on reserves

Further financial review details (Optional information)

Section F Other optional information ~~i —SSCSCs~~

Section G Declaration ~~ee~~

Signed on behalf of the charity’s trustees

Section B Statement of assets and liabilities at the end of the period

Section F Other optional information i —SSCSCs

Section G Declaration ee