Trustees’ Annual Report for the Period
From: 01 January 2022 To: 31 December 2022 Charity name: Church Stretton Good Neighbours Care Group (CSGN) Charity registration number: 1191648
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The relief of those in need by reason of their age, mental or physical disability, poverty, or illness by the provision of a non- profit making community transport service and such other support and services as the trustees deem appropriate. |
| 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 |
CSGN is an all-volunteer organisation. 1. Transport to Medical Appointments._As there is no taxi service in the Church Stretton area, clients can request transport to medical appointments throughout the West Midlands region. Requests are handled by a team of transport coordinators and are carried out by a group of drivers using their own vehicles. _2. Mayfair Meals (Meals on Wheels) In conjunction with the Mayfair Community Centre, CSGN delivers hot two-course meals to those house-bound residents who request them. Approximately 25 meals are delivered daily, 365 days a year. _3. Lunch Clubs._The charity runs two lunch clubs: a weekly Thursday Lunch Club, attended by around 25 diners; and a monthly Friday Club, attended by some 15-20 diners. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
Para 1.18 | We can confirm that the trustees have had due regard to the guidance issued by the Charity Commission on public benefit. |
1
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making. | Para 1.38 | Not applicable |
| Policy on social investment including program related investment. |
Para 1.38 | Not applicable |
| Contribution made by volunteers. |
Para 1.38 | 1. Some volunteers make donations to CSGN in the form of bequests 2. Other volunteers occasionally donate expenses received from clients to CSGN funds. |
| Other | Nil |
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 | In addition to its core activities, CSGN has: 1. Been actively represented on the Church Stretton Town Council Emergency Committee 2. Assisted the Church Stretton Food Bank with the distribution of food and other supplies within the community. 3. Been active in regularly transporting an interpreter in support of the Ukrainian guests accommodated in the Strettons. Transporting Ukrainian guests to English language classes. |
2
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set. |
Para 1.41 | Not applicable |
| Performance of fundraising activities against objectives set. |
Para 1.41 | Not applicable |
| Investment performance against objectives |
Para 1.41 | Not applicable |
| Other | Not applicable |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the period, CSGN held a total of £14,575.27. £9,575.27 of this was held in the charity’s current account, with a further £5000.00 lodged in a CAF 1-year fixed rate bond. The Trustees consider the financial position of the charity to be sound. |
| Statement explaining the policy for holding reserves stating why they are held. |
Para 1.22 | CSGN does not hold reserves as such. Its funds are held in its current account and investments as noted above. CSGN relies entirely on bequests, donations, and limited earnings from Mayfair Meals delivery. As such, the charity never knows how much both its annual income and demands upon its resources are likely to be. The trustees thus consider it prudent to retain a sound financial buffer against the unknown. |
| Amount of reserves held. | Para 1.22 | See above. |
| Reasons for holding zero reserves. |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | CSGN currently has no financial uncertainties about its future as a going concern |
3
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 | 1. Occasional donations from volunteers, grateful clients, and other members of the public 2. Bequests 3. Mayfair Meals (meals-on-wheels) delivery charge. CSGN was paid £621.10 for delivering Mayfair Meals during 2022. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted. |
Para 1.46 | Trustees’ decision to invest for a limited period rather than hold all funds in the CSGN current account |
| A description of the principal risks facing the charity |
Para 1.46 | The main risk facing CSGN is the uncertainty regarding its annual income - £6,062 in this period and yet only £1,228 in FY 2021. Hence the need for a retained financial buffer. |
| Other | Nil |
Structure, Governance and Management
| Description of charity’s trusts: |
None | |
|---|---|---|
| Type of governing document | Para 1.25 |
Constitution of a Charitable Incorporated Organisation with voting members other than its charity trustees |
| How is the charity constituted? |
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 | The appointment of CSGN trustees is governed by the charity’s constitution document. Paras 13 and 16 refer. CSGN seeks as broad a range of skills and experience that a small community such as Church Stretton allows. |
4
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 | Provide new trustee with relevant documents: • Trustee Welcome Pack • The Essential Trustee • CSGN Constitution • Latest CSGN accounts • CSGN_Notes for Volunteers._ Meet current trustees. Briefing and ongoing guidance by CSGN officers |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works. |
Para 1.51 | Total of 123 volunteers + an executive committee of 8 members. CSGN works closely with the: • Shropshire Community Resource • Shropshire Partners in Care • Church Stretton Town Council • Mayfair Community Centre • Church Stretton Food Bank. |
| Relationship with any related parties |
Para 1.51 | N/A |
| Other |
Reference and Administrative details
| Charity name | Church Stretton Good Neighbours Care Group |
|---|---|
| Other name the charity uses. | None |
| Registered charity number | 1191648 |
| Charity’s principal address | c/o The Church Stretton Medical Centre Easthope Road Church Stretton Shropshire SY6 6BL |
5
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) |
|---|---|---|---|---|
| Dr GuySjögrenPhD | Chair | |||
| Mrs Catherine Macartney | Hon Secretary | |||
| Mr Jock Elliot Smith | Hon Treasurer | 01 Jan to 15 June 2022 | ||
| WingCdr(Ret’d)John Long MBA | 01 Jan to 15 June 2022 | |||
| WingCdr(Ret’d)John Long MBA | Hon Treasurer | 15 Jun to 31 Dec 2022 | ||
| Mr David AndrewMA | 15 Jun to 31 Dec 2022 | |||
| Mrs Linda Brown | 15 Jun to 31 Dec 2022 | |||
| Mrs Jennie Cooper | ||||
| Mrs Doreen Cornwell | ||||
Corporate trustees – names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| None | ||
6
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity. Name and objects of the charity on whose behalf the assets are held and how they fall within the custodian None 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
None
Name of chief executive or names of senior staff members (Optional information)
None
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Not applicable
Other optional information
None
7
Declarations The trustees dèclare that they have approvod the trustees. report above. Slgned on behalf of the charlty's InffjtO•8 Slgnature(s) Full name(s) Fredrik Guy Neville Sjiigren Catherine Sandes Macartney Posltlon leg Secretary• Chair. etc) Chair Hon Secretary 1012<92
CHURCH STRETTON GOOD NEIGHBOURS CARE GROUP - CHARITY No. 1191648
01/01/2023
Statement of Income & Expenditure for the Year Ending 31 December 2022
| Income Mayfair Meal Deliveries Donations & Bequests Ring & Ride Fares Collected Gift Aid Interest on Maturing Investments Totals |
£ Expenditure 621.10 Bank Charges 5,311.00 BT Line Rental - DBS/SPIC 107.59 Hire of Parish Centre 22.53 Website Insurance Transport Mileage Reimbursement Coach Hire and Ring & Ride Postage & Admin Subscriptions & Affiliations Stationery Catering Investments Gifts 6,062.22 |
£ 74.00 250.80 154.56 72.00 69.58 251.52 628.00 - 70.50 - - 630.80 - 36.00 |
|---|---|---|
| 2,237.76 | ||
| Bank Reconciliation Opening Balance 1 Jan 22 CAF 12 Month Fixed Rate Saver Excess of Income over Expenditure Closing Balance |
5,750.81 5,000.00 3,824.46 Bank Balance 14,575.27 |
- 14,575.27 |
| 14,575.27 |