Trustees’ Annual Report for the period
From Period start date 1[st] April 2022 To 31[st] March 2023 Period end date Charity name: Community Buddies
Charity registration number: 1182280
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The promotion of community capacity building for the public benefit in socially disadvantaged communities in the north east of England by: • Providing practical support to groups in those communities seeking to organise for themselves events and activities that address their recreational, leisure and educational needs; • Engaging residents in those communities in opportunities to learn new skills and develop their own projects, events and activities. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
We have supported a local group ABLE in a grant funded project for promoting independent living. Two payments were made during the year to complete the project. We also continue to assist with a local mental health scheme to provide exercise equipment. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The decision to register was based on our assessment of the information supplied during the application process and the declarations given in the trustee declaration form and we are satisfied that COMMUNITY BUDDIES is established for charitable purposes only for the public benefit. (charity commission statement). |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| SORP reference | ||
| Policy on grant making | Para 1.38 | Not provided |
| Policy on social investment including program related investment |
Para 1.38 | Not provided |
| Contribution made by volunteers |
Para 1.38 | Not provided |
| Other | Not provided |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | We have supported a local group ABLE in a grant funded project for promoting independent living. Two payments were made during the year to complete the project. We also continue to assist with a local mental health scheme to provide exercise equipment. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | We have completed the ABLE independent living project and continue to assist other groups to raise grant funding for projects. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | We have targeted fund raising for specific projects, there have been no new projects in the year but we are holding funds towards the mental health exercise equipment until other funding can be obtained to complete the project. |
| Not provided |
Investment performance Para 1.41 against objectives Not provided Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | £ 10,553.31 balance held |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves totalling 200% of the annual insurance costs are maintained to cover this contractual commitment. |
| Amount of reserves held | Para 1.22 | £300 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | Not applicable. |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None. |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Donation from Broadacres Housing Association. National Lottery Grant. North Yorkshire Police Crime Commissioner Grant |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Not provided |
| A description of the principal risks facing the charity |
Para 1.46 | We raise funds for specific projects so there are no financial risks. Operational and compliance risks are monitored in line with Charity Commission guidance. |
| Other | Not provided |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 |
Association' Model Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | C.I.O |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | (1) At the first annual general meeting of the CIO all the charity trustees shall retire from office; (2) At every subsequent annual general meeting of the members of the CIC, one- third of the charity trustees shall retire from office. If the number of charity trustees is not three or a multiple of three, then the number nearest to one- third shall retire from office, but if there is only one charity trustee, he or she shall retire; (3) The charity trustees to retire by rotation shall be those who have been longest in office since their last appointment or reappointment. If any trustees were last appointed or reappointed on the same day those to retire shall (unless they: otherwise agree among themselves) be determined by lot; (4) The vacancies so arising may be filled by the decision of the members at the annual general meeting; any vacancies not filled at the annual general meeting may be filled as provided in sub -clause (5) of this clause; (5) The members or the charity trustees may at any time decide to appoint a new charity trustee, whether in place of a charity trustee who has retired or been removed in accordance with clause [15] (Retirement and removal of charity trustees), or as an additional charity trustee, provided that the limit specified in clause 12(3) on the number of charity trustees would not as a result be exceeded; (6) A person so appointed by the members of the CIO shall retire in accordance with the provisions of sub-clauses (2} and (3) of this clause. A person so appointed by the charity trustees shall retire at the 'conclusion of the next annual general meeting after the date of his or her appointment, and shall not be counted for the purpose of determining which of the charity |
| trustees is to retire by rotation at that meeting. |
||
|---|---|---|
| Additional information (optional) You may choose to include further statements |
||
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | Not provided |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Not provided |
| Relationship with any related parties |
Para 1.51 | Not provided |
| Other | Not provided |
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) | Office (if any) | Dates acted if not for whole **year ** |
Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|---|---|
| David Smith | Chair | |||||
| Olwyn Richardson |
Treasurer | |||||
| Helen Piercy | Secretary | |||||
| Sarah Beniams | Vice Chair | |||||
| Stephen O’Brien | ||||||
| Andy Powell | ||||||
| Anne Ash | ||||||
| Simon Cross | ||||||
| Corporate trustees–names of | the directors at the date the report was approved | |||||
| Director name | ||||||
| Not applicable | ||||||
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| Not applicable | ||
Funds held as custodian trustees on behalf of others
Description of the assets Not applicable held in this capacity Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not applicable safe custody and segregation of such assets from the charity’s own assets
Additional information (optional) – not applicable
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Not applicable
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Not applicable
Other optional information
Not applicable
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) David Smith Position (eg Secretary, Chair Chair, etc) Date 31/08/23
Community Buddies
| Community Buddies | Community Buddies | Community Buddies | |
|---|---|---|---|
| Receipts andpayments accounts | |||
| For the period from |
01/04/2022 Period start date |
To | 31/03/2023 Period end date |
CC16a
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ - - - - - - 141 9,573 9,714 - - - 9,714 - 9,714 - 20,267 10,553 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ - - - - - - - - 141 9,573 9,714 - - - 9,714 - 9,714 |
Last year to the nearest £ |
|
| - | ||||||
| - | ||||||
| - | - | |||||
| Sub total(Gross income for AR) |
- | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| Insurance | 141 | - | ||||
| ABLE Project Grant | 9,573 | - | ||||
| **Sub total ** | 9,714 | - | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | ||||||
| - 9,714 | - | - | - 9,714 | - | ||
| - | - | - | - | - | ||
| 20,267 | - | - | 20,267 | - | ||
| 10,553 | - | - | 10,553 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets CCXX R1 accounts (SS) |
Bank Account Details Details Total cash funds (agree balances with receipts and payments account(s)) 1 |
Unrestricted funds to nearest £ 10,553 - 10,553 OK Unrestricted funds to nearest £ - - - |
Restricted funds to nearest £ - - - OK Restricted funds to nearest £ - - - |
Endowment funds to nearest £ |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| Endowment funds to nearest £ |
||||
| - | - | - | ||
| - | - | - | ||
| 1 | - | - | - 28/12/2023 |
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Fund to which Current value
Details asset belongs Cost (optional) (optional)
B3 Investment assets - -
- -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B4 Assets retained for the - -
charity’s own use - -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities -
-
Signed by one or two trustees on Date of
behalf of all the trustees Signature Print Name approval
David Smith 16/08/2023
Olwyn Richardson
16/08/2023
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CCXX R2 accounts (SS)
28/12/2023
2