2022-12-31-accounts

Trustees’ Annual Report for the period

From 1/1/2022 To 31/12/2022

Charity name: The Community of St David

Charity registration number: 1186412

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	THE PURPOSE OF THE CHARITY AS DEFINED IN ITS GOVERNING DOCUMENT ARE THE CARRYING OUT OF ALL OR ONE OR MORE OF THE FOLLOWING ACTIVITIES IN THE SPIRIT OF THE CHRISTIAN RELIGION AND IN THE INTEREST OF SOCIAL WELFARE: 1. THE PROVISION OF FACILITIES FOR RECREATION AND FOR OTHER LEISURE-TIME OCCUPATION OF INDIVIDUALS OR GROUPS OF PERSONS WHO ARE IN PARTICULAR NEED BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL OR ECONOMIC CIRCUMSTANCES AND IN EVERY CASE WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THOSE INDIVIDUALS OR GROUPS AND THE PROVISION OF EQUIPMENT NECESSARY IN ORDER TO ENABLE THEM TO TAKE ADVANTAGE OF SUCH FACILITIES. 2. THE RELIEF OF POVERTY AMONG THOSE INDIVIDUALS OR GROUPS. 3. THE EDUCATION AND TRAINING OF LEADERS FOR THESE PURPOSES. 4. THE SUPPORT OF OTHER CHARITIES.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Rental of main property to various educational, family & religious groups who are in particular need. Rental of community centre for groups or individuals to progress educational, religious or well-being in the local area.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees have had regard to the guidance issued by the charity commission on public benefit.
Additional information (optional) You may choose to include further statements		where relevant about: We didn’t make any grants in 2022 as the charity continued to recover from the
	SORP reference
Policy on grant making	Para 1.38	We didn’t make any grants in 2022 as the charity continued to recover from the

		impact the pandemic had on the rental of both our properties.
Policy on social investment including program related investment	Para 1.38	No investments are made other than to upkeep the community centre and main rental property directly.
Contribution made by volunteers	Para 1.38	Along with the trustees the community has wider supporters who we update annually on progress (last meeting 9thJuly 2023)and who will help with the property upkeep from time to time.
Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	The Community of St David exited 2022 in thankfully continued good health given the devastation of the pandemic. The community’s role in bringing people together continues to be important in 2022 as we all continue to repair our emotional and physical well-being as the continued toll of recession and inflation hit families and communities. Ensuring continued financial stability as we rebuilt bookings helped by an increased workload from all the trustees, our booking manager and wardens who all pulled together to ensure the charity built back our contacts and usage as groups rebuilt after the pandemic. As a result we have seen continued increased usage of both the community hall and the main rental property‘Court House’.

Additional information (optional) You may choose to include further statements where relevant about:

	Achievements against objectives set	Para 1.41	Our main focus was to re-engage with local community groups and wider organisations post the pandemic to increase the usage of our hall and court house which we did and have seen maintained usage of both facilities. This was led by our wardens, and we have seen a wide range of users including Quakers, local live music nights, scouts & brownies, yoga and various other wellbeing tutorials.

		In the main house we also saw usage to local lifesaving groups for training during the winter months.
Performance of fundraising activities against objectives set	Para 1.41	Fundraising has been driven by the usage of both facilities which increased again on 2021 thanks to the hard work of the booking manager, wardens and trustees
Investment performance against objectives	Para 1.41	We do not have any investments other than the properties the charity maintains.
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	In 2022 we saw a substantial rental income increase in the 1stfull year post the pandemic and our end of year balance grow by~£4k
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We always aim to have at least £15,000 in our bank account to cover any emergency work needed on the house and we have bene able to achieve this.
Amount of reserves held	Para 1.22	At least £15,000 held in our bank account.
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	Our principal source of funding is the rental of the main house (Court House) and the community hall (Curtis House). Both experienced higher take up vs 2021 due to the 1stfull post pandemic year by a variety of educational, family and religious groups.
Investment policy and objectives including any social investment policy adopted	Para 1.46	We do not invest other than the upkeep of the properties.

A description of the principal risks facing the charity	Para 1.46	As we exit the pandemic income has come back well due to the reengagement with the community in St Davids itself in particular. Clearly inflation means expenditures will increase but we have mitigated several of these with long term (5 year) utility fixed rates put in place last year. We see far more risk with how many people struggling and as such low cost rental facilities such as ours will become a more important resource for families and groups.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Appointed by current trustees

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51	All trustees will have had many years of exposure to The Community and as such know well the charity, its constitution and approach. New Trustees are given smaller responsibilities to begin with to build up their involvement over time.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	Charity is composed of 5 Trustees
Relationship with any related parties	Para 1.51	N/A

Other

Reference and Administrative details

Charity name	The Community of St David
Other name the charity uses
Registered charity number	1186412
Charity’s principal address	Court House, 20 Cross Square St Davids Haverfordwest SA62 6SE

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole **year **	Name of person (or body) entitled to appoint trustee (ifany)
	Eleri Davis	Chair
	Ralph Tucker	Treasurer
	David Thomson
	Jacob Cairns
	Joseph Tucker

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of	Name	Address
adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

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

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
	Ralph Tucker
	Treasurer
	20/10/2021
	20/10/2021

Section B Statement	ofassets	and liabilities at the endofthe period	and liabilities at the endofthe period	and liabilities at the endofthe period	and liabilities at the endofthe period
			Unrestricted		Restricted		Endowment
Categories	Details		funds		funds		funds
81Cashfunds
	j,..'•_n_k_B•_l•-n-ce-----------<>---t-o-ne-a-re:_:~_46-:3...				1ro- '_:11		ro-•" :_1
		Total cash funds	23,463
	(agree balances with receipts and payments
		account(s))
			Unrestricted		Restricted		Endowment
			funds		funds		funds
82Other monetary assets	Details tonearest£ tonearest£ to nearest£ 11-----None--II~§§
			Fundlowhich				Current value
83Investment assets	1-~-=_:_il_s___		~m-,.	ll:=C=o=st=(o=~=Jo=n=al=):IB
	1	11
			Fundtowhich				Current value
84Assets retained for the charity's own use	L. D_e_t-ai-ls_____,I 1-·		~'"•'••~	11 ,~,_~,:_1
			Fundtowhich		Amountdue		Whendue
85Liabilities	1- D_e_t_a_ils-----------i 'None				~: t===j	8
Signedbyone ortwotrusteeson behalfofallthe trustees		Signature	Print		Name		Dateof approval
							15•0'--.23
							J'S.o-=r.23