2022-12-31-accounts - Help Close By

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From 1[st] January 2022 To 31[st] December 2022

Charity name: Help Close By

Charity registration number: 1190642

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The objects of the CIO are: 1. The prevention or relief of poverty in the UK by providing, technological solutions and technology services to individuals in need and/or charities, working in partnership with statutory and other relevant organisations as appropriate. 2. The relief of financial hardship among people living or working in the UK by providing technological applications free of charge to such persons as would benefit from being connected with local charitable service providers to obtain help which they could not otherwise afford through lack of means.
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	During 2022 Help Close By continued it’s work in Birmingham’s Ladywood area, particularly our local volunteer delivery group. The delivery group was necessary due to a drop of in equivalent services and charities able to deliver, and it became apparent we were becoming one of the few and possibly only groups still intentionally delivering food parcels outside of the city centre in Birmingham. Costs covered to date by our app developer volunteer and co-founder Penny started to be taken over by Help Close By in the case of server costs (Azure), but a grant from Microsoft to cover this was obtained at the end of the year that would become effective from January 2023. Food costs covered by partner Incredible Surplus throughout the year, with an average value of £20 per parcel, making them a significant sponsor of our work throughout 2022, although surplus supply began to dry up towards the end of the year but remained available to us.

	Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	All Trustees have read the Charit Commission guidance on public benefit and have confirmed that they have done so.

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	Policy at end of the year adopted to find sponsorship for as much of the technology we use as is possible.
Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	The combined effort of volunteers across the charities work has allowed us to maintain a supply of food to people in need during an increasingly apparent cost of living crisis. A hardcore of volunteers for deliveries has remained steady throughout the year.
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	Help Close By has managed to maintain a stable supply of food to people in need during a year where a cost of living crisis emerged. Unlike traditional food banks, our local deliveries have allowed us to reach people who may not otherwise gain access to food. Plans in place to expand our app to include advice services are under development and will go live in 2023, in partnership with Karis Neighbour Scheme.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	Partnership formed ahead of an app release due to cover advice services to address long term needs with Karis Neighbour Schedule. App release pending for 2023. Retention of core volunteers based on theory of making volunteering actions short but meaningful proving to be a successful model.
Performance of fundraising activities against objectives set	Para 1.41	n/a
Investment performance against objectives	Para 1.41	n/a
Other		n/a

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	£215 year end balance, however Microsoft sponsorship and reduced insurance costs into the 2023 set to massively reduce our current cost base into 2023.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	n/a
Amount of reserves held	Para 1.22	£0
Reasons for holding zero reserves	Para 1.22	Currently a low set of operating costs with most services carried out by volunteers.
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	Private donations and sponsorship
Investment policy and objectives including any social investment policy adopted	Para 1.46	n/a
A description of the principal risks facing the charity	Para 1.46	App development continues to be a risk area for developing features some partners may wish to have, slowly aspects of this are being addressed by our volunteer developer and other systems and technology is used in a manner that the app isn’t a single point of failure. Other technology is used outside of our main app that identifies people in need and shows this can give us an edge in using technology and big data outside of a single system. Charity in need of a greater volunteer base and permanent staff in order to further reach of work.
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	n/a
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/approved by quorum of 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
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	Charity has a working relationship with Birmingham’s Food Justice Network and has worked closely with Incredible Surplus to supply food to people in need.
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	Help Close By
Other name the charity uses
Registered charity number	1190642
Charity’s principal address	20 Tennal Road Harborne Birmingham B32 2JE

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
John McCombs	Chair	Until August 2022.
Duncan Catterall	Treasurer
WendySale	Secretary	Ended in Dec 2022.
Leah Harvey	Secretary

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

Director name
Oliver Armstrong	Chair
Duncan Catterall	Treasurer
Wendy Sale	Secretary	Ended in Dec 2022.
Leah Harvey	Secretary
Naomi Robson		January 2023
Indijit Sidhu		June 2023
Anjali Parshotum		June 2023

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
n/a

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)

Names and	addresses of advisers (Optional information)	addresses of advisers (Optional information)
Type of adviser	Name Address
n/a

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

Exemptions from disclosure

Reason for non-disclosure of key personnel details

n/a

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) Duncan Catterall

Position (eg Secretary, Treasurer Chair, etc)

Date 20.10.2023

Charity Name No (if any) Help Close By 1190642 Receipts and payments accounts CC16a

For the period Period start date Period end date To from 1/1/2022 12/31/2022

Section A Receipts and payments

Section A Receipts and payments
A1 Receipts Pirvate Donation 500 PAYPAL Private donations 363 - - - - - 863 - - Sub total - Total receipts 863 A3 Payments Microsoft Azure 96.07 Microsoft Azure 99 Microsoft Azure 97 MicrosoftAzure 99 Microsoft Azure 99 Microsoft Azure 97 Microsoft Azure 99 Microsoft Azure 96 Microsoft Azure 99 Microsoft Azure 90 Microsoft Azure 99 Microsoft Azure 95 ACCESSUNDERWR insurance Food d 416 ACCESSUNDERWR insurance PL 46 Sub total 1,625 - - Sub total - Total payments 1,625 Net of receipts/(payments) - 763 Unrestricted funds to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)	to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £	Last year to the nearest £
		- - - - - - - - -	500 363 - - - - - - 863	-
				86
				-
				-
				-
				-
				-
				-
				86

		- - -	- - -
				-
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		-	863	86

		- - - - - - - - - - - - - - -	96 99 97 99 99 97 99 96 99 90 99 95 416 46 1,625	-
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				451
				236
				687

		- - -	- - -

				-

		-	1,625	687

		-	- 763	- 601

A5 Transfers between funds

A6 Cash funds last year end Cash funds this year end

-		-		-		-		-
700		-		-		700		-
- 63		-		-		- 63		- 601

Section B Statement of assets and liabilities at the end of the period

to nearest £ £216.95 - - 217 Agreement Error to nearest £ - - - - - - Unrestricted funds Unrestricted funds	to nearest £ - - - - OK to nearest £ - - - - - - Restricted funds Restricted funds	to nearest £ Endowment funds
		-
		-
		-
		-
		OK
		to nearest £ Endowment funds
-	-	-
-	-	-
-	-	-
-	-	-
-	-	-
-	-	-

B1 Cash funds

B2 Other monetary assets

B3 Investment assets

B4 Assets retained for the charity’s own use

B5 Liabilities

Print Name Fund to which asset belongs Fund to which asset belongs Fund to which ~~liability relates~~	Print Name Fund to which asset belongs Fund to which asset belongs Fund to which ~~liability relates~~	Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - L Amount due ~~(optional)~~	Current value (optional)
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			Current value (optional)
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			When due ~~(optional)~~






			Date of approval
UNCAN CATTERA	L	L

Signed by one or two trustees on behalf of all the trustees