OpenCharities

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2025-03-31-accounts

Trustees Annual Report for period 1 April 2024 to 31 March 2025

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 Ofce (if any) Dates acted if not for whole year
Andrew Baddeley Chair
Alan Kirkham Treasurer
Sheela Upton
Helen Jupp
Gordon Clowrey

Structure, governance and management

Description of the charity’s trusts

Type of governing document Type of governing document Consttuton of a Charitable Incorporated Organisaton adopted
29thJuly 2019
How the charity is consttuted Charitable Incorporated Organisaton [CIO].
Trustee selecton (a) Apart from the frst charity trustees, every appointed trustee must be
appointed for a term of 3years bya resolutonpassed at aproperlyconvened

Christy’s Lane, Shaftesbury, Dorset, SP7 8PH – 01747 852994 info@openhouseshafesbury.co.uk www.openhouseshafesbury.co.uk Registered Charity No: 1184625

methods 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.

Christy’s Lane, Shaftesbury, Dorset, SP7 8PH – 01747 852994 info@openhouseshafesbury.co.uk www.openhouseshafesbury.co.uk Registered Charity No: 1184625

Additional governance issues

There were no changes in Trustees during the year but, under the term of the Open House

constitution, Helen Jupp and Sheela Upton were re-elected as a Trustees at a meeting of the Trustees held on 7 February 2025.

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 regularly.

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 beneft
in Shafesbury, Gillingham and the surrounding villages. Such actvites
to be carried out within a Christan ethos:
(1) To relieve persons
who are in conditons of need, by reason of their
youth, age, ill-health, disability, fnancial hardship or other
disadvantage and in partcular but not exclusively by the provision of
advice, support and informaton
.
(2)
To promote social inclusion for the public beneft by preventng
people from becoming socially excluded, relieving the needs of those
people who are socially excluded and assistng them to integrate into
society.
Summary of the main
actvites undertaken for the
public beneft in relaton to
these objects.		 Open House is a community drop-in service. Within a friendly "cofee
shop" environment, a number of diferent services are ofered,
including but not limited to:

Emergency Aid, including distributon of food bank packs &
non-food aid

Beneft advice [Trained & accredited counsellors].

Housing Advice [Trained & accredited counsellors]. ,

Christy’s Lane, Shaftesbury, Dorset, SP7 8PH – 01747 852994 info@openhouseshafesbury.co.uk www.openhouseshafesbury.co.uk Registered Charity No: 1184625

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.

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 Church for providing the accommodation in which we hold our activities. Initially Father’s House provided the accommodation free of charge but, given the increasing and substantial cost of heating, lighting and other energy costs, we have agreed to pay an annual service charge of £6,000.

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

The work of Open House and its associated activities continues to grow and in May 2025 we celebrate our 10[th] Anniversary since the original project was first launched

A summary of our main activities over the 12 months to 31 March 2025 was as follows:

Food parcels and/ or emergency aid packs – 289 distributions [p. year 276]

Benefits advice - 94 consultations [p. year 65] Housing advice – 50 consultations [p. year 62]

Support services – 145 consultations [p. year 118]

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

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

Storehouse - 76 deliveries [ p. year 94]

Dropping in for a “Chat and a drink” - 768 [p. year 579]

In addition to our volunteers, we are also very fortunate to have the services of three 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 2024 to March 2025 Open Fridge distributed 15,565 ( 15,471 ) Kg of food and had 4,537 ( 5,238 ) 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 continues, but the running costs of delivery 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 do much of our advertising through social media.

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 2025.

Further financial review details

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

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

The accounts for the year to 31 March 2025 show a surplus of £5,719 compared with a deficit of £7,465 in the previous year. There were increases in both donations and grants. In particular grant income increased significantly [£21,730 of which £11,400 was restricted funding], thanks to the endeavours of our newly appointed Fundraising Administrator.

Expenditure also increased, reflecting the full year cost of the annual service charge of £6,000; additional pay costs of Fundraising Administrator and increases to minimum wage; and running costs of StoreHouse van.

We are grateful to our faithful regular donors, we also for the one off donations and grants received throughout the year, thus providing a relatively secure financial position at the end of the year. However, this level of income will need to continue 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 202/25:

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

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

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

info@openhouseshafesbury.co.uk

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

therefore not applicable

Other information

Open House continues to develop and expand its work with demand for its services continuing to increase

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
Positon Trustee; Treasurer
Date 12 Nov 2025

Christy’s Lane, Shaftesbury, Dorset, SP7 8PH – 01747 852994 info@openhouseshafesbury.co.uk www.openhouseshafesbury.co.uk Registered Charity No: 1184625

Christy’s Lane, Shaftesbury, Dorset, SP7 8PH – 01747 852994 info@openhouseshafesbury.co.uk www.openhouseshafesbury.co.uk Registered Charity No: 1184625

Charity Name

No (if any)

Receipts and payments accounts

CC16a

For the period Period start date Period end date To from 4/1/2024 3/31/2025

Section A Receipts and payments

Section A Receipts and payments Section A Receipts and payments
A1 Receipts
Donations
17,254
Grants
10,330
Gift Aid Recovered
1,460
Fundraising
2,105
Other Income
110
-
-
-
31,259
Unrestricted
funds
to the nearest £
Sub total(Gross income for AR)		 to the nearest £
-
11,400
-
-
-
-
-
-
11,400
Restricted
funds		 to the nearest £
Endowment
funds		 Total funds
to the nearest £
17,254
21,730
1,460
2,105
110
-
-
-
42,659		 Last year
to the nearest £
Donations 17,254 - -
-
-
-
-
-
-
-
-		 17,254 10,916
Grants 10,330 11,400 21,730 6,380
Gift Aid Recovered 1,460 - 1,460 1,548
Fundraising 2,105 - 2,105 -
Other Income 110 - 110 345
- - - -
- - - -
- - - -
Sub total(Gross income for AR) 31,259 11,400 42,659 19,189
-
-
Sub total -
Total receipts 31,259
A2 Asset and investment sales,
(see table).		 -
-
-
11,400		 -
-
-		 -
-
-
42,659
-
- -
- -
11,400 - 42,659 19,189
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
**Total receipts ** 31,259 11,400 - 42,659 19,189

A3 Payments

Children's Activities 40 - - 40 30
EmergencyAid 1,431 1,348 - 2,779 2,679
Donation to charities - -
Client Events 719 719 782
Fundraising - -
Volunteer Training 779 216 995 331
StoreHouseproject 2,130 790 - 2,920 1,438
Open Fridge - 376 - 376 350
Staff Pay 14,378 5,187 - 19,566 15,380
Insurance - - - 530
Services charge[Lighting& Heating] 6,000 - - 6,000 3,500
General Administration & other costs 2,160 - - 2,160 1,275
- - - - -
**Sub total ** 27,637 7,917 - 35,554 26,294
A4 Asset and investment
purchases, (see table)
Laptopcomputer - - - 360
Open Fridge Proj. - Freezer 269 269
Open Fridge Proj. Awning - 1,118 - 1,118
**Sub total ** - 1,387 - 1,387 360
**Total payments ** 27,637 9,304 - 36,941 26,654
**Net of receipts/(payments) ** 3,623 2,096 - 5,719 - 7,465
A5 Transfers between funds - - -
A6 Cash funds last year end 19,533 2,106 - 21,639 29,104
**Cash funds this year end ** 23,155 4,202 - 27,358 21,639
0 -

CCXX R1 accounts (SS) private:stream

11/16/2025

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
Desptop Computer
Storage container - Open Fridge Proj.
Fridge - Open Fridge Proj.
Freezer - Open Fridge Proj.
Awning- Open Fridge Proj.
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
to nearest £
23,107
4,202
48
-
-
23,155
4,202
OK
OK
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
269
-
1,118
-
-
-
-
-
-
-
-
-
-
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)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Alan Kirkham 12-Nov-25
Andrew Baddeley

CCXX R2 accounts (SS) private:stream

11/16/2025

2

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