## **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:
- Our Project Manager, Nikki Hall
- Open House Administrator – This position has been undertaken by Helen Beecham who left the role during the year. During her time as Administrator she made a significant contribution to the running of open House. Our new Administrator is Iris Phillips who is already making a valuable contribution to the efficient running of Open House.
“ **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:
- Hubbub Foundation – Open Fridge
- Williams Charity – StoreHouse Van
- Shaftesbury Trinity Trust – StoreHouse Van
- Shaftesbury Charitable Trust – StoreHouse Van & Emergency Aid; client gas & elec. Top-up
- Rotary Club of Shaftesbury – Laptop
- Groundworks [Tesco]
- Shaftesbury Town Council
- National lottery
- ASDA
Christy’s Lane, Shaftesbury, Dorset, SP7 8PH – 01747 852994
info@openhouseshaftesbury.co.uk
www.openhouseshaftesbury.co.uk Registered Charity No: 1184625
- Battens solicitors
- Dorset community DCF grant
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
##
##