## **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** |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)**| |---|---|---|---|---| ||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**| |||||| |||**-**
**-**
**-**|**-**
**-**
**-**|| |||||**-**| |||||**-**| |||||| |||**-**|**863**|**86**| |||||| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**96**
**99**
**97**
**99**
**99**
**97**
**99**
**96**
**99**
**90**
**99**
**95**
**416**
**46**
**1,625**|**-**| |||||**-**| |||||**-**| |||||**-**| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||**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** |**Categories**
**unds**
**monetary assets**|**Details**
**Details**
~~**_Total cash_**~~
**_funds_**
( g
receipts and payments
account(s))|**Details**
**Details**
~~**_Total cash_**~~
**_funds_**
( g
receipts and payments
account(s))|**Details**
**Details**
~~**_Total cash_**~~
**_funds_**
( g
receipts and payments
account(s))|**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** |**Details**
**Details**
**Details**
Signature
D|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)**| |---|---|---|---|---| |||||**-**
| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**
| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**When due**
~~**(optional)**~~| |||||| |||||| |||||| |||||| |||||| |||||| |||||Date of
approval| ||UNCAN CATTERA|L|L|| Signed by one or two trustees on behalf of all the trustees