## **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|