Trustees’ Annual Report for the period
From 10[th] December 2022 To 31[st] December 2023
Charity name: Bridport Health and Wellbeing Champions
Charity registration number: 1197060
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote and support through non- clinical means, the improvement of mental and physical health which might be caused by long term health conditions, loneliness, isolation, anxiety or old age. |
| 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 |
Principally through the allotment project, The Cowshed, which provides a social space to encourage participants to interact and take part in various gardening activities. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have had regard to this guidance. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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 | The Cowshed Project continues to focus on Wellbeing and Health activities for people who have various health vulnerabilities and resultant isolation, lack of confidence and weakened resilience. Our age range is 50-80 and is slightly imbalanced towards women participants. We are able to welcome and accommodate most of the people referred to us through social prescribing channels, providing we can meet their health and safety needs. Others just turn up and want to help. In addition, our new partners this year have been with Connect Day Centre and Outreach. We have allocated space and helped them grow vegetables for cooking and consumption at their centre. The range of activities we covered include.. Built a Bug Hotel. Birdsong Walk. Fruit Tree planting. Propagating cuttings. Growing herbs and spice for outdoor cooking. Growing flowers for sharing and for donations. Wire and willow sculpture. Twice weekly groups with mini demonstrations many weeks. Spring Bulb planting event. Art: Precious boxes. Cabinet of wonders. Tea and hospitality with all sorts of nice visitors. Do nothing and just look and listen. Fred said ‘ Coming here clears my head. I realize I can hear birds.’ Jill said ‘ I come every week. I didn’t know I could do it.’ |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 |
other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The CIO has received £1500 income over the period and spent £1816 in gardening equipment, liability insurance and other general expenses. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Whilst the CIO has no fixed costs or liabilities, the Trustees’ policy is to hold £200 as reserves. |
| Amount of reserves held | Para 1.22 | £200 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 |
|
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Foundation model constitution |
| 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 | Appointment by a resolution passed at a properly convened meeting of the charity trustees, having regard to the skills, knowledge and experience needed for the effective admin of the CIO. |
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 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Bridport Health and Wellbeing Champions |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1194060 |
| Charity’s principal address | Bridport Medical Centre Bridport DT6 5BN |
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) |
|---|---|---|---|---|
| Eilish Davoren | Chair | |||
| Helen Wright | Secretary | |||
| Sue Stocker | ||||
| Margaret Rosemary Russell |
22/6/23-31/12/23 | |||
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
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)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
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)
Position (eg Secretary, Chair, etc)
Date
Charity Name No (if any) Bridport Health and Well-being Champions 1197060 Receipts and payments accounts For the period 31.12.22 To from
31.12.22 31.12.23 To
CC16a
Section A Receipts and payments
| A1 Receipts Grants and donations 1,500 - - - - - - 1,500 - - Sub total - Total receipts 1,500 A3 Payments Costs / gardening supplies 1,816 - - - - - - - - Sub total 1,816 - - Sub total - Total payments 1,816 Net of receipts/(payments) - 316 A5 Transfers between funds - A6 Cash funds last year end 849 Cash funds this year end 533 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 £ 1,500 - - - - - - - 1,500 - - - 1,500 1,816 - - - - - - - - 1,816 - - - 1,816 - 316 - 849 533 |
Last year to the nearest £ |
|---|---|---|---|---|
| - | 1,500 | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
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| - | - | - | ||
| - | - | - | ||
| - | 1,500 | - | ||
| - | - | |||
| - | - | - | ||
| - | - | - | ||
| - | 1,500 | - | ||
| - | 1,816 | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | 1,816 | - | ||
| - | - | |||
| - | - | |||
| - | - | - | ||
| - | 1,816 | - | ||
| - | - | - 316 | - | |
| - | - | - | - | |
| - | - | 849 | - | |
| - | - | 533 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use |
Details Closing Bank account Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 533 - - 533 OK to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
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| - | ||||
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| OK | ||||
| to nearest £ Endowment funds |
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| Current value (optional) |
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| Current value (optional) |
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| When due (optional) |
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| - |
Signed by one or two trustees on behalf of all the trustees
Signature
Print Name
Date of approval