## **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**
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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||||
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## – 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|