## **Trustees’ Annual Report for the period**
## **From 1.12.2021 Period start date To 30.11.2022 Period end date**
**Charity name: New haw & Woodham Good Neighbours**
**Charity registration number: 1174995**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 The objects of the charity are to
purposes of the charity relieve poor, sick, elderly or disabled
as set out in its persons by providing or assisting in
governing document the provision of services calculated to
reduce the need, hardship or distress
of such people in the communities of
New Haw & Woodham
Summary of the main Para 1.17 and A self funding charity providing local
1.19
activities in relation to residents in New Haw & Woodham
those purposes for the (Postcode KT15 3) who due to age,
public benefit, in disabil.ity or other circumstances are
particular, the activities, in need of transport to health,
projects or services medical and social services facilities
identified in the and assistance with shopping etc.
accounts.
Statement confirming Para 1.18 The Trustees are aware of and have
whether the trustees regard to Charity Commission
have had regard to the guidance on public benefit
guidance issued by the
Charity Commission on
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38
Contribution made by volunteers Other
## **Achievements and Performance**
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SORP reference
NH&WGN managed to provide a
service for the local community
throughout the periods of lockdown
Summary of the main and other restrictions during Covid-
Para 1.20
achievements of the 19. This entailed driving clients to
charity, identifying the hospital and doctors appointments
difference the charity’s and gave
work has made to the Them the reassurance of a familiar
circumstances of its face, the knowledge the drivers were
beneficiaries and any all DBS checked and fully protected
wider benefits to society and aware of the extra sanitary
as a whole. precautions that needed to be taken.
To be able to make charitable
donations to other local good causes.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 The charity is solvent and based on a
financial position at the reserve of £6000 we could support
end of the period the operation for just over one year
even without any client donations
Statement explaining Para 1.22 NH&WGN hold a reserve in case of
the policy for holding any claim, as advised by our
reserves stating why insurance company
they are held
Amount of reserves held Para 1.22 Reserves of £7,432
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 N/A
in deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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We are a self funding scheme based
on clients contributions.
The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 Trust
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Elected by committee. Nominated and
methods including elected at the A.G.M.
details of any
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name New Haw & Woodham Good Neighbours
Other name the charity
uses
Registered charity 1174995
number
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Charity’s principal c/o Heathervale Baptist Church
address Heathervale Road, New Haw
Addlestone Surrey
KT15 3NW
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Mr M D Clark Treasurer NH&WGN Committee
2 Mrs W Tompsett Secretary NH&WGN Committee
Mrs C J Jaffreys Chair 1.12.2021- NH&WGN Committee
3
3.8.2022
4 Mr W N Preston Volunteer Co-ordinator NH&WGN Committee
5 Mrs A Preston NH&WGN Committee
Mrs R Potter Duty Office Co- NH&WGN Committee
6
ordinator
7 Mrs A F Taylor NH&WGN Committee
8 Mr J J Pearce NH&WGN Committee
9 Mrs J A Dixon Safeguarding officer NH&WGN Committee
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
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## **Funds held as custodian trustees on behalf of others**
Description of the assets NIL held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements N/A for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)** Mrs Celia Rosemary Jaffreys
**Position (eg** Chair **Secretary, Chair, etc)**
**Date**
**New Haw & Woodham Good Neighbours 1174995**
**Receipts and payments accounts For the period** Period start date **To from** 1.12.2021
Period end date **To** 30.11.2022
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Client Donations 3,790 - - 3,790
Volunteer Expenses Donations 387 - - 387
NH&WGN Annual Dinner 26 - - 26
- - - -
- - - -
- - - -
- - - -
- - - -
4,203 - - 4,203
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 4,203 - - 4,203
A3 Payments
Travel Expenses 1,886 - - 1,886
Duty Officer Expenses 48 - - 48
Administration Costs 274 - - 274
Liability Iinsurance 218 - - 218
External Donations 750 - - 750
AGM Costs - - - -
Publicity/Funbdraising 50 - - 50
CRB checks 69 - - 69
Flowers/Gifts 25 - - 25
Sub total [ 3,320 ] - - 3,320
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 3,320 - - 3,320
Net of receipts/(payments) 883 - - 883
A5 Transfers between funds - - - -
A6 Cash funds last year end 6,549 - - 6,549
Cash funds this year end 7,432 - - 7,432
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|**Section B Statement**|**of assets and liabilities**|**at the end of the period**|**at the end of the period**|**at the end of the period**|
|---|---|---|---|---|
|||**Unrestricted**||**Restricted**|
|**Categories**|**Details**|**funds**||**funds**|
|**B1 Cash funds**|**_Total cash funds_**|**to nearest £**
**7,432**
**-**
**-**
**7,432**|
|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree balances with receipts and payments
account(s))|OK
|OK||
|||**Unrestricted**||**Restricted**|
|||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**|**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**|**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**|||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
|||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**|**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees|Signature|Print|Name||
Signed by one or two trustees on behalf of all the trustees
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CC16a
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**Last year**
## **to the nearest £**
**-**
**-**
**-**
**-**
## **Endowment funds**
**to nearest £ - - - -**
OK
**Endowment funds to nearest £ - - - - - -**
**Current value (optional) - - - - -**
**Current value (optional) - - - - - - - - - When due (optional)**
Date of approval