## **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| **----- Start of picture text -----**
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
**----- End of picture text -----**
CCXX R2 accounts (SS) 28/12/2023 2