The R. J. Weston Duffield Charity Registered Charity 1188669 (CIO) and Linked Charity 1188669-1(Formerly Trust) REPORT for the 12 months ended 31st December 2022
R.J. Weston Duffield Charity was constituted by a Deed of Trust dated 23rd February 1987. It is situated at Tamworth Street, Duffield, Belper, Derbyshire DE56 4ER in a building, which it owns and is generally known as the Weston Centre. The building is on land leased for 99 years commencing on 4th December 1989.The land on which the Weston Centre is built, together with 5 car parking spaces and associated access, was leased in 1990 for a period of 99 years. The land is currently owned by Mr Sajid Hussain. The object of the Charity is “to relieve the charitable needs of older people in Duffield and the surrounding area, in particular by the provision of a day centre”.
The Charity operates as a Charitable Incorporated Organisation (CIO) and the Charity Commission agreed to our proposal to link the CIO to the original Trust, which has been kept in place as the owner of the building until such time as the Landlord formally agrees to the change to CIO status. The CIO is the sole trustee of the Trust and one combined set of Accounts can now be submitted. The 5 car parking spaces have been retained in the area next to the building, where they have been situated for many years.
The Trustees of the Charity CIO at the time of this report are:
Cllr. R. Harrison (Chair) Appointed by Duffield Parish Council Mrs B Roberts (Vice Chair) Cllr J Thompson Appointed by Duffield Parish Council Mr M Phillips Mr D Zydzienowski Mrs S Zydzienowski Mr B Clarke
Mrs Brenda Wigley retired as a Trustee and our thanks are due to her for many years of dedicated service. Cllr John Shoesmith retired at the end of his 2-year term and our thanks are due for his chairing of the successful Duffield Coronavirus Support (DuCS) initiative and his help with various improvements made during the building refurbishment.
Cllr Shoesmith. Mr Barry Clarke and Mrs Sandra Zydzienowski were appointed as independent Trustees.
Mrs Sarah Brooksby continued as Strategic Development Manager. During the year the 3-year strategic plan to offer more activities was mainly completed. She has spearheaded the refurbishment of the Centre, which now also has new audio-visual equipment and a digital projector. Sarah also created a new logo and brand image for the charity and the new website was launched. She also managed fund-raising for the proposed Helping Hands project and the Memory Café. Her role as Strategic Development Manager was changed towards the end of the year so that she can now fully focus on fund-raising and marketing activities.
The two new major activities have started to take shape. The Helping Hands project will build on an idea originally floated by the Good Neighbours Group and, building on the successful DuCs initiative, will provide a coordinated support network for older and isolated people with enduring needs who have no other means of support in the village. We aim to assist with small every-day tasks, such as using technology, on-line appointments, going out or moving furniture. The Big Give Challenge raised an impressive £14,442 in donations and included matched funding from the Reed Foundation. The money will be used to start the project. The Memory Café will provide a welcoming support for those with dementia and our thanks are due to Mrs Nicola Dalby and her team who are busy working on the planning for the project.
The Trustees appointed Mrs Emma Morrison as Weston Centre Manager, to manage the day-to-day administration of the Centre including hall and minibus bookings, any updates required to policies and procedures, HR Records, coordination of the activity groups, essential supplies, general administration and she acts as secretary to the Trustees.
Mrs Kathryn Busman, continued as the Treasurer and our thanks are due for her meticulous work in keeping the Accounts under control. Mr Christopher Paynter continued to act as Auditor.
Sandra Zydzienowski leads our regular coffee mornings (Tuesday to Friday from 10.00 to midday) and monthly afternoon Film Screenings on the first Thursday of every month, which are proving very popular. Jean Crowshaw leads the regular Monday Luncheon Club which provides lunches for up to 18 older people. Our thanks are due to Sandra and especially
to Jean her for her dedicated service to the Luncheon Club over more than 30 years. Both Sandra and Jean are supported by a dedicated team of volunteers and they are always interested in hearing from others who might be prepared to offer their services. Maurice Adams retired as Treasurer to the Luncheon Club and our thanks are due to Maurice for many years of dedicated service. Maurice will be replaced as Treasurer by Frances Falla. Roy Guildford continues to provide support for Centre maintenance.
The Centre also runs a successful European Film Club, supported by Delyth, on the last Wednesday evening of each month. We also offer iPAD coaching led by Sarah Brooksby, including beginners, which is proving very popular. Chairobics classes are held every Monday afternoon, with the Art and modelling Group to return to Thursdays in the Spring. The Centre is also regularly used for Parish Council meetings throughout the year and for the Annual Parish Meeting in March. A friendly walking group departs at 10am each Tuesday, returning for coffee.
The return to normal activity following the Covid pandemic had some impact on hall bookings in the first half of the year, but bookings are gradually returning closer to normal and we are now running at about two thirds capacity. We expect there will be some impact in 2023 from the cost of living crisis, which is affecting many peoples’ outlook and spending power and soaring energy prices are going to be felt by everyone, including a big increase in the energy bill for the Centre, however we continue to be moderately optimistic that we will be able to expand our range of activities to fill the unused slots, with for example, canasta, music, quizzes, local history and tea dances, David Zydzienowski has already organised a few successful Quiz events. Tom Brooksby entertained us with an evening of American style music during the Christmas Challenge Week and David ran the Christmas Quiz. The Duffield Singers led a Christmas sing-song.
The Centre has also been used by a number of other hirers, including AVBC for Polling Day, NCT, Art Group, Bridge Club, and 80[th] birthday event and is always pleased to hear from individuals and groups that might be interested in hiring the Centre for various events, birthday parties and meetings.
Our 17-seater minibus with tail lift is a unique asset locally. It has been well used during the year and our thanks are due to David Zydzienowski who organises the regular excursions, the bus maintenance and the driver rosters. David is always interested to hear from individuals who might be able to help with driver duties. There were minibus excursions to Melbicks Garden Centre, Eyam, Lincolnshire Air Show, Mercia Marina and Denby Pottery. The minibus was also hired out by various local groups and charities throughout the year. Although the minibus is a wonderful asset, it is becoming older and so we are planning to reduce the balance sheet value of the minibus from £3k to £1k and expect to require more cost for repairs and possible replacement during 2023.
The charity also received a £5k grant from Duffield Parish Council towards the repairing of the car park entrance area, which is due to be undertaken in 2023 and the repair costs will be shared with the Viceroy Restaurant.
The 2022 audited Accounts include the Accounts for both the CIO number 1188669; and the Linked Charity(formerly the Trust) number 1188669-1 as at the 31[st] December 2022. The Accounts at year end show that our CAF Bank current account and COIF Investment Funds have increased slightly from £53,123 to £55,035 which is above the minimum prudent level of £20k Reserves that we feel is appropriate. Inevitably due to the cost-of-living crisis, 2023 will result in an increase in our costs for energy, salaries and general expenditure. Grant funding will be more difficult to access and we are constantly looking at ways to increase our income through fund-raising activities, hall hire, income from activities, donations, legacies and sponsorship. We were fortunate to receive some private donations during the year and we encourage anyone who has benefitted or supports the work of the Charity to consider supporting the charity financially.
We continue to be grateful to all our loyal volunteers who help provide coffees and meals throughout the year and help with events, but there is still much scope for new volunteers as we encourage more activities and a full life for the older members of the community.
On behalf of the Board of Trustees.
Roger Harrison
Chairman 20[th] January, 2023
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THE R J WESTON DUFFIELD CHARITY REGISTRATION NUMBER 1188669 (CIO) and Linked Charity 1188669-1(Formerly Trust) BALANCE SHEET AS AT 31st DECEMBER 2022
| ASSETS Building Minibus Cash and Bank Cash CAF Bank CAF Bank Restricted Funds re Grants CAF Bank Restricted Funds re RJWD Minibus Investments COIF B COIFC Debtors Prepayments TOTAL ASSETS LIABILITIES Creditors Owed by CIO to Trust TOTAL LIABILITIES NET ASSETS LESS CURRENT LIABILITIES REPRESENTED BY: Balances Brought Forward Surplus/(Deficit) for Year RESERVES |
2022 £ 105,567 1,000 107 246 16,966 6,354 8,251 23,111 492 2,932 165,026 (3,026) (3,026) 162,000 162,702 -702 162,000 |
2021 £ 108,022 3,000 516 4,036 6,514 9,445 32,612 287 2,973 |
|---|---|---|
| 167,405 | ||
| (4,703) | ||
| (4,703) | ||
| 162,702 | ||
| 185,086 -22,384 |
||
| 162,702 |
I have examined the books and vouchers of the RJ Weston Duffield Charity Registration 1188669 and linked charity 1188669-1 for the year ended 31. December 2022 and the explanations gviven. I found everythingT to be in order with good controls. The Balance Sheel at the year end shows an accumulated fund of £162,000 which properly reflects the financial position of the Charity. CHIUSTOPHER PAYNTER Ciq. DATE: 23.3.2023