## **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 - 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. ## **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: - Our Project Manager, Nikki Hall - Open House Administrator, Iris Phillips - Fundraising Administrator, Helen Beecham [Appointed April 2024] “ **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: - Neighbourly who work with supermarkets such as Lidl and Aldi - Hubbard Foundation - AFC Bournemouth - Shaftesbury Charitable Trust –including emergency Aid; client gas & electricity top-ups - Action Funder - Dorset Community [DCF]Fund - Hall and Woodhouse - Rotary Club of Shaftesbury - SNG Thriving Communities Fund 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 ## ## |||Onlycompleteifthe examinerneedstohighlightmaterialmatters of concern| |---|---|---| |||(seeCC32, lndependent examinationof charityaccounts: directionsand| |||guidanceforexaminers).| |Giveherebrief detailsof
any items that the
examiner wishesto||ubLt eCIfqkGccclits
p"*J-=U't=fr^ccc^rrqdz| |disclose.|
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