OpenCharities

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2023-03-31-accounts

Trustees Annual Report for period 1 April 2022 to 31 March 2023

Charity Name: Open House Shaftesbury

Registered charity number: 1184625

Charity’s principal address: Father’s House Christy’s Lane
Shaftesbury
Dorset
SP7 8PH

Names of the charity trustees who manage the charity:

Trustee Name Office(if any) Dates acted if not for wholeyear
Andrew Baddeley Chair
Alan Kirkham Treasurer
Sheela Upton
Helen Jupp
Gordon Clowrey 1 Julyto 31 March 2023

Structure, governance and management

Description of the charity’s trusts

Type of governing document Type of governing document Constitution of a Charitable Incorporated Organisation adopted
29thJuly 2019
How the charity is constituted Charitable Incorporated Organisation [CIO].
Trustee selection
methods		 (a) Apart from the first charity trustees, every appointed trustee must be
appointed for a term of 3 years by a resolution passed at a properly convened
meeting of the charity trustees.
(b) In selecting individuals for appointment as appointed charity trustees, the
charity trustees must have regard to the skills, knowledge and experience
needed for the effective administration of the CIO.
(c) Nominated trustees. Fathers House Shaftesbury (“the appointing body”)
may appoint 1 charity trustee. Churches Together Shaftesbury (“the appointing
body”) may appoint 1 charity trustee.

Additional governance issues

Christy’s Lane, Shaftesbury, Dorset, SP7 8PH – 01747 852994

info@openhouseshaftesbury.co.uk www.openhouseshaftesbury.co.uk Registered Charity No: 1184625

Changes to Trustees - The following changes in Trustees took place during the year:

We were delighted that Gordon Clowrey was appointed a Trustee, effective from 1 July 2022, as representative for Father’s House.

Our Manager and Administrator are supported in, the day to day running of the charity by our Operational Team, comprising lead volunteers heading up various aspects of the charity’s work with Operational Team meetings held monthly.

Objectives and activities

Objectives and activities
Summary of the objects of
the charity as set out in its
governing document		 The CIO is established for the following purposes for the public benefit
in Shaftesbury, Gillingham and the surrounding villages. Such activities
to be carried out within a Christian ethos:
(1) To relieve persons who are in conditions of need, by reason of their
youth, age, ill-health, disability, financial hardship or other
disadvantage and in particular but not exclusively by the provision of
advice, support and information.
(2) To promote social inclusion for the public benefit by preventing
people from becoming socially excluded, relieving the needs of those
people who are socially excluded and assisting them to integrate into
society.
Summary of the main
activities undertaken for the
public benefit in relation to
these objects.		 Open House is a community drop-in service. Within a friendly "coffee
shop" environment, a number of different services are offered,
including but not limited to:
● Emergency Aid, including distribution of food bank packs &
non-food aid
● Benefit advice [Trained & accredited counsellors].
● Housing Advice [Trained & accredited counsellors]. ,
● Other support services, including letter writing, personal
budgeting & help with preparing C.V. & job applications
● Store House (Distribution of donated furniture & white goods to
qualifying clients).
● Open Fridge
All these services are provided on a Tuesday between 10-2pm by a
team of volunteers.[Open Fridge – Mon, Wed, Fri]
We also work with other local agencies and arrange networking events.
Many of our clients are single parents, some of whom have been in
abusive relationships. We have assisted several women after they have
left the Dorset Women’s Refuge by providingfood and emergencyaid

Christy’s Lane, Shaftesbury, Dorset, SP7 8PH – 01747 852994

info@openhouseshaftesbury.co.uk www.openhouseshaftesbury.co.uk Registered Charity No: 1184625

packs and helping to furnish and equip new homes provided by Social Services.

Additional details of objectives and activities

We are grateful for the many hours volunteers have spent assisting our clients. Without this valuable contribution of time, energy and expertise, we would not have been able to achieve so much.

We are also grateful to Father’s House who provide the accommodation in which we hold our weekly drop-in sessions

Summary of the main achievements of the charity during the year.

The year to 31 March 2023 marked the first full year of normal operations following previous Covid restrictions, including resumption of our StoreHouse operations and a full year of Open Fridge. Unsurprisingly, as Covid restrictions were eased, plus the impact on the cost of living filtering through from significantly higher rates of inflation so demand for our services increased as reflected in the statistics below.

A summary of our main activities over the 12 months to 31March 2023 was as follows:

Food parcels and/ or emergency aid packs – 230 distributions [p. year 169]

Benefits advice 102 consultations [p. year 95]

Housing advice – 37 consultations [p. year 49]

Support services - 164 consultations [p. year 71]

Storehouse - 111 deliveries [ p. year closed during lock down period 71]

Dropping in for a “Chat and a drink” - 525

In addition to our volunteers, we are also very fortunate to have the services of two remunerated support staff:

“ Open Fridge has proved to be very popular and we are grateful for the many varied contributions of produce for this facility. From April 2022 to March 2023 Open Fridge distributed 15,946Kg of food and had 4,934 customer visits. Food is sourced from many local supermarkets and businesses, local allotments, farms and individual donations. Food is largely from the surplus that these facilities generate that would otherwise go to landfill

Our Storehouse delivery service was able to resume as Covid restrictions were eased and we took delivery of a new van. We were fortunate in that grants and donations covered the initial cost of the

Christy’s Lane, Shaftesbury, Dorset, SP7 8PH – 01747 852994

info@openhouseshaftesbury.co.uk

www.openhouseshaftesbury.co.uk Registered Charity No: 1184625

van but running costs are higher and add significantly to the overall cost of running this project.

We publicise our services through several local channels, including “This is Alfred” and the Blackmore Vale Magazine. We have an active Facebook and Instagram page and are in the process of revamping our website with plans for an online giving button.

Statement of the charity’s policy on reserves

Our policy is to hold sufficient funds to cover a minimum of 3 months operational costs in the event of any loss of income and to meet any unforeseen expenditure that may occur.

Supporting this is a policy to spread regular donations and grant applications over a wide base so as not to be dependent on a limited income source.

Details of any funds materially in deficit

No funds were in material deficit at 31 March 2023.

Further financial review details

The charity provides a service to clients and does not award grants. Income received is therefore used to provide services over the ensuing 12 months and, as It is not in receipt of any significant legacies or endowments, it is not necessary or appropriate to invest any funds. A charity investment policy is therefore not applicable

In addition to our faithful regular donors, we have been fortunate in receiving several one off donations and grants throughout the year thus providing a relatively secure financial position at the end of the year. However, this level of income will need to be maintained throughout the coming year to ensure the continued development of the project.

We are so grateful to the following companies, organisations and trusts that awarded us grants during 2022/23:

Christy’s Lane, Shaftesbury, Dorset, SP7 8PH – 01747 852994

info@openhouseshaftesbury.co.uk

www.openhouseshaftesbury.co.uk Registered Charity No: 1184625

Also, to Virginia Hayward for donation of food hampers distributed to clients at our clients’ Christmas Party.

Other information

Open House continues to develop and expand its work with demand for its services increasing, both following the fallout from Coronavirus and now the impact of the current cost of living crisis

Levels of poverty are increasing across the country and although Shaftesbury and the surrounding area is to many an idyllic place to live, the effects of rural poverty, including lack of public transport and need to travel greater distances for medical, benefits, etc. appointments is a matter often overlooked.

Finally, Open House is blessed with many volunteers and although some have retired we have had a number of highly qualified and passionate individuals joining our team.

Declaration

The trustees declare that they have approved the trustees report above.

Signed on behalf of the charity’s trustees

Signature
Full name Alan Kirkham
Position Trustee; Treasurer
Date 10 October 2023

Christy’s Lane, Shaftesbury, Dorset, SP7 8PH – 01747 852994 info@openhouseshaftesbury.co.uk

www.openhouseshaftesbury.co.uk Registered Charity No: 1184625

Open House Shaftesbury

No (if any)

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
A1 Receipts
Donations
15,124
Grants
16,425
Gift Aid Recovered
1,705
Fundraising
297
Other Income
453
-
-
-
34,004
-
-
Sub total -
Total receipts 34,004
A3 Payments
Children's Activities
40
EmergencyAid
2,072
Donation to charities
Client Events
772
Fundraising
Volunteer Training
StoreHouseproject
4,172
Open Fridge
108
Staff Pay
12,546
Insurance
524
Services charge[Lighting& Heating]
750
General Administration & other costs
2,545
-
-
Sub total 23,530
StoreHouse Van
Laptopcomputer
Open Fridge Project
-
Sub total -
Total payments 23,530
Net of receipts/(payments) 10,474
A5 Transfers between funds
A6 Cash funds last year end
15,904
Cash funds this year end 26,378
Unrestricted
funds
to the nearest £
Sub total(Gross income for AR)
A2 Asset and investment sales,
(see table).
A4 Asset and investment
purchases, (see table)		 to the nearest £
-
7,250
-
-
-
-
-
-
7,250
-
-
-
7,250
-
213
-
109
1,094
-
-
-
-
-
1,416
-
-
1,416
5,834
- 3,112
2,722
Restricted
funds		 to the nearest £
Endowment
funds		 Total funds
to the nearest £
15,124
23,675
1,705
297
453
-
-
-
41,254
-
-
-
41,254
40
2,072
-
772
213
-
4,172
217
13,641
524
750
2,545
-
-
24,946
-
-
-
24,946
16,308
-
12,792
29,100		 Last year
to the nearest £
-
-
-
-
-
-
-
-
-		 15,124 10,303
23,675 8,200
1,705 1,605
297 186
453 224
- -
- -
- -
41,254 20,518
-
-
-		 -
- -
- -
- 41,254 20,518
-
-
-
-
-
-
-
-
-
-		 40 69
2,072 1,142
-
772 1,096
213 458
- 617
4,172 909
217 510
13,641 14,706
524 524
750 -
2,545 1,151
- -
- -
24,946 21,182
-
-
-		 - 7,500
-
- 7,500
- 24,946 28,682
5,834 -
-
-
-		 16,308 - 8,164
- -
- 3,112 12,792 -
2,722 29,100 - 8,164

CCXX R1 accounts (SS) private:stream

12/05/2023

1

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Signed by one or two trustees on
behalf of all the trustees		 Details
Balance Bank Account
Balance Petty Cash
Details
Details
Details
Motor Vehicle - Storehouse
Storage Container - Storehouse
4 Laptop computers
Laptop computer
Storage container - Open Fridge Proj.
Fridge - Open Fridge Proj.
Freezer - Open Fridge Proj. [Donated]
Amazon 2 Apple ipads
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
to nearest £
26,341
2,722
37
-
-
-
26,378
2,722
OK
OK
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
General
7,500
General
-
General
-
General
644
General
3,414
General
512
General
-
General
338
-
-
-
-
-
-
Print Name
Alan Kirkham
Andrew Baddeley
Unrestricted
funds
Restricted
funds
Unrestricted
funds
Restricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Amount due
(optional)		 to nearest £
Endowment
funds
-
-
-
-
OK
to nearest £
Endowment
funds
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
6,000
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Alan Kirkham 10-Oct-23
Andrew Baddeley

CCXX R2 accounts (SS) private:stream

12/05/2023

2