## **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**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|
|Barbara Gilks||||
|Margaret Cullip|Secretary|||
|Andrew Willis|Chairman|||
|Surinder Dhesi||10/12/2023 onwards||
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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** 1 March **2012** ~~—— <<~~
**TAR**
## **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
March **2012**
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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)**
March **2012**
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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.
March **2012**
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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
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
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
March **2012**
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5
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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6
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
March **2012**
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7
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**
**TAR**
8
## 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|
|---|---|
March **2012**
**TAR**
9
## 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**
**TAR**
10
## 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|
March **2012**
**TAR**
11
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|
March **2012**
**TAR**
12
## 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**
**TAR**
13
## 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**
March **2012**
**TAR**
14
## **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**
**TAR**
15
**Position (eg Secretary, Chair,** Chairman **etc) Date** 22/10/24
March **2012**
**TAR**
16
||**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
~~=—=—_~~|**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
1
## **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
2
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