_Annual report 2022-23_
## Houghton & Wyton Community Fund
## Registered Charity number 1184624
Annual report of the Trustees for the year ending
March 31[st] 2023
## **Details of the Houghton & Wyton Community Fund (“the Fund”)**
The Fund is a Charitable Incorporated Organisation. It was registered as a charity in July 2019 and began operations in early 2020.
## **Purpose and Objectives**
The Fund exists to benefit residents of, and other people closely associated with, the civil parish of Houghton and Wyton who are in need of charitable support. A significant source of finance for the Fund is envisaged to be from the surplus profits of the Houghton and Wyton Community Shop Ltd (“the Community Shop”).
## **Activities and Achievements**
The Trustees envisage that a broad range of Community support will be offered in future, for example to assist village clubs and societies, young people with ambitions to travel, and residents with extra needs who are not well served by the public sector. However in its third year of operations the Fund has continued to focus primarily on the immediate needs created by the aftermath of Covid-19 pandemic, and particularly the current economic situation. It is pleasing to note that the Fund has also been able to expand its range of activities by supporting projects of both the Village’s Primary School and the Pre-School Playgroup.
## **Governance**
The Fund is administered by up to five Trustees. The current Trustees are Lesley Craig, Guy Morton and Simon Summers, who can be contacted via the Fund’s email address which is: hwcommunityfund@gmail.com . A copy of the Fund’s Constitution and an application form for assistance is also available from this email address.
The Fund’s postal address is: c/o The Laurels, Thicket Road, Houghton, Huntingdon, Cambs
PE28 2BQ.
The Fund’s regulator is the Charity Commission for England and Wales.
## **Financial Review**
During the year the Fund received donations from local individuals totalling £3,939 ( £1,040 in the prior year ending March 31[st] 2022). In addition it made a successful first claim for Gift Aid amounting to £707.The trustees are most grateful to all who have contributed in support of the Fund. Unlike during the prior year, when it received £2,050, the Fund did not receive a donation from the Community Shop in 2022-23.
Out of the total income for the year of £4,646 (£3,090 in 2021-22), the Trustees have made grants during the year as follows:
|Out of the total income for the year of £4,646 (£3,090 in
made grants during the year as follows:|2021-22), the Truste|
|---|---|
|To fnance food parcels for residents in need|£3,390 (prior year
£3,780)|
|GrantstolocalCommunity Groups|£1,300 (nil)|
|Grants for computers for home-schooling, and for
fnancial hardship|£800 (nil)|
|Totalpayments|£5,490 (£3,780)|
The Fund therefore had an operating deficit of £844 for the year (prior year operating deficit £690). As a result, having begun the year with a bank balance of £1,123, it ended the year with a reduced balance of £279.
The Trustees have received a further Gift Aid payment of £403 early in the 2023-24 financial year, and have also received a written commitment of support from the Parish Council, the amount of which is under discussion. Therefore the Trustees enter the new financial year with confidence.
The Fund had no outstanding financial commitments as at March 31[st] 2023. Any future commitments to grants over more than one financial year will always be covered by funds already in the Fund’s bank account.
## **Conflicts of interest**
The Trustees note that two trustees are also officers of the Parochial Church Council, and one is a member of the Committee of the Village Shop. These are all unremunerated posts. In the Trustees’ opinions, no conflicts of interest arise in these regards.
## **Public benefit statement**
The purposes of the Fund are set out above. In the third year of operations the Trustees consider that reasonable progress has been made on achieving these objectives to the public benefit. Like any Charity the activities of the Fund are constrained by its available resources, but the Trustees hope that a broader range of projects benefitting the parish and those closely involved in it will be supported in future years.
## **Risks and mitigants**
The Trustees maintain a Risk Register. No risks have been identified which cannot be managed, in the opinion of the Trustees
## **Data Protection**
The Fund has protections in place, to ensure that confidential personal data is not retained for longer than is necessary for reporting and security purposes. The food distribution organisation supported by the Fund in its 2021-22 & 2022-23 financial years did not provide the Fund with any personal details about the people or families they support, save to confirm that all beneficiaries fulfilled the geographical constraints of the Fund.
The Trustees of the Houghton & Wyton Community Fund
_24/4/2023_
**Charity Name Houghton & Wyton Community Fund**
**No (if any) 1184624**
## **Receipts and payments accounts**
## **CC16a**
**For the period** Period start date Period end date **To from** 4/1/2022 3/31/2023
## **Section A Receipts and payments**
|**Section A Receipts and payments**|**Section A Receipts and payments**|||||
|---|---|---|---|---|---|
|**A1 Receipts**
Donations from Individuals
**3,939**
Gift Aid Reclaimed
**707**
**-**
**-**
**-**
**4,646**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 4,646**
**Unrestricted**
**funds**
**to the nearest £**
Donation from Houghton and Wyton
CommunityShop
Donation from Houghton and Wyton Parish
Council
Donation from Houghton and Wyton
Parochial Church Council
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**||**to the nearest £**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**|**Last year**
**to the nearest £**|
|Donation from Houghton and Wyton
CommunityShop||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**|**-**
**-**
**-**
**3,939**
**707**
**-**
**-**
**-**
**4,646**|**2,050**
**1,040**
**-**
**-**
**-**
**-**
**3,090**|
|Donation from Houghton and Wyton Parish
Council|||**-**|||
|Donation from Houghton and Wyton
Parochial Church Council|||**-**|||
|Donations from Individuals|**3,939**||**-**|||
|Gift Aid Reclaimed|**707**||**-**|||
||**-**||**-**|||
||**-**||**-**|||
||**-**||**-**|||
|**_Sub total_**_(Gross income for AR)_|**4,646**
||**-**|||
|||||||
|**A2 Asset and investment sales,**
**(see table).**||||||
||**-**|**-**
**-**
**-**|**-**|**-**
**-**
**-**|**-**
**-**|
||**-**||**-**|||
|**_Sub total_**|**-**||**-**|||
|**_Total receipts_ **||||||
||**4,646**|**-**|**-**|**4,646**|**3,090**|
|**A3 Payments**
**-**
**3,390**
Personal Hardship grants
**800**
Grants to Communitybodies
**1,300**
(Playgroupand PrimarySchool)
**-**
**-**
**-**
**-**
**-**
**_Sub total_ 5,490**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 5,490**
**_Net of receipts/(payments)_ - 844**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**1,123**
**_Cash funds this year end_ 279**
Financing of Food Parcels paid to Village
Shop
Financing of Food Parcels paid to
Diamond Hampers
**A4 Asset and investment**
**purchases, (see table)**|**A3 Payments**
**-**
**3,390**
Personal Hardship grants
**800**
Grants to Communitybodies
**1,300**
(Playgroupand PrimarySchool)
**-**
**-**
**-**
**-**
**-**
**_Sub total_ 5,490**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 5,490**
**_Net of receipts/(payments)_ - 844**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**1,123**
**_Cash funds this year end_ 279**
Financing of Food Parcels paid to Village
Shop
Financing of Food Parcels paid to
Diamond Hampers
**A4 Asset and investment**
**purchases, (see table)**|||||
|---|---|---|---|---|---|
|Financing of Food Parcels paid to Village
Shop|**-**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**|**-**
**3,390**
**800**
**1,300**
**-**
**-**
**-**
**-**
**-**
**5,490**|**3,780**
**-**
**-**
**-**
**-**
**-**
**-**
**3,780**|
|Financing of Food Parcels paid to
Diamond Hampers|**3,390**||**-**|||
|Personal Hardship grants|**800**||**-**|||
|Grants to Communitybodies|**1,300**||**-**|||
|(Playgroupand PrimarySchool)|**-**||**-**|||
||**-**||**-**|||
||**-**||**-**|||
||**-**||**-**|||
||**-**||**-**|||
|**_Sub total_ **|**5,490**||**-**|||
|||||||
|**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_ **||||||
|||**-**|**-**|**5,490**|**3,780**|
|||||||
||**- 844**|**-**
**-**
**-**
**-**|**-**|**- 844**
**-**
**1,123**
**279**|**- 690**
**-**
**1,813**
**1,123**|
||**-**||**-**|||
||**1,123**||**-**|||
||**279**||**-**|||
## **Section B Statement of assets and liabilities at the end of the period**
|**Details**
Cash at Lloyds Bank|**to nearest £**
**Unrestricted**
**funds**|**to nearest £**
**-**
**Restricted**
**funds**|**to nearest £**
**-**
**Endowment**
**funds**|
|---|---|---|---|
||**279**|||
## **B2 Other monetary assets**
## **B3 Investment assets**
**B4 Assets retained for the charity’s own use**
## **B5 Liabilities**
Signed by one or two trustees on behalf of all the trustees
|**Details**
none
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**-**
**-**
**279**|**-**
**-**
**-**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**|**-**|
|---|---|---|---|
||||**-**|
||||**-**|
||OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Unrestricted**
**funds**||OK|
||||**to nearest £**
**Endowment**
**funds**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
|**Details**
none
**Details**
none
**Details**
none|**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Amount due**
**(optional)**|**Current value**
**(optional)**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|Signature|Print Name
Simon Peter Summers|Date of
approval|
|---|---|---|
|||4/24/2023|
||||