2024-03-31-accounts

APPLEWOOD FOUNDATION FOR SHARED LIVES

Charity Registration no. 1197147

2[nd] Annual report of the trustees for the period 1[st] April 2023 to 31[st] March 2024

Applewood Foundation for Shared Lives is a Charitable Incorporated Organisation first registered with the Charity Commission on 15[th] December 2021. The trustees extended the first reporting period to 31[st] March 2023 so this constitutes the 2[nd] annual report.

Charity address: 28 Old Hospital Lawn, Stroud, GL5 4GA.

The first charity trustees: who are the only members of the foundation are:Mary Pearson Nigel Harley Julie Woods Penelope Redman

Further trustees will be appointed in accordance with the rules of the foundation.

Objects:

The objects of the CIO are the relief of those in need, by reason of youth, age, illhealth, disability, financial hardship or other disadvantage, in particular but not exclusively by the provision of housing; and the promotion of social inclusion, in accordance with the principles of Rudolf Steiner.

Our aim in the first year of operating:

• To establish a Shared Lives house community under the auspices of Gloucestershire Shared Lives.

• To be active in the locality and establish a name for our charitable activity. To raise an initial sum towards the eventual purchase of a property

• To research suitable properties in the locality and explore the founding of a craft workshop.

Our aim in the second year of operating:

• To continue the Shared Lives activity and gain experience of what living arrangements work best and what sort of property is going to be most suitable.

• To develop the craft workshop activity.

• the search for property is ongoing, as is the work of finding donors to commit to funding such a development should the opportunity arise.

Review of activities during the period:

Two houses have remained available to the foundation at no cost in which to establish the Shared Lives activity. 28 Old Hospital Lawn, the home of Judy & Ian Bailey has been a base for the Foundation, and 26 Old Hospital Lawn available for a Shared Lives carer to establish our first house community.

In August 2022 Alec Harrison our initial Shared Lives carer in no. 26 moved on and Judy & Ian became the ongoing carers of Julia, spreading themselves over two houses. A couple, Hannah & Darshan Robson and their daughter May Blossom applied to become Shared Lives carers with a view to living at no. 26 and sharing the house with Julia. This was supported by GSL and they and Julia set up home together at the beginning of September 2023. Sadly, the intensity of living with a young family became too much for Julia and she returned to 28 Old Hospital Lawn to the care of Judy & Ian at the beginning of November.

Trustees have learned much from the exit interviews and are currently reconsidering what might be a more suitable set up for the project in terms of living arrangements, what sort of person would be most suitable and the nature of the property.

Concurrent with the progress of the Shared Lives activity Judy Bailey has continued with various community and craft related activities through the local Cashes Green Community Centre. The Community Centre Thursday café, baking bread with children on Sunday mornings, felting, basketry, wool work and volunteering on the allotments together with hosting friends from Palestine having respite beaks in the UK have all generated a good name for the charity in the local community and fulfilled our purpose of creating social inclusion.

Partnering with other local social initiatives:

In the course of the above activities and in designing the weekly timetable of Applewood activity we have consciously gone out to participate in the programmes of other, often anthroposophically inspired, social initiatives active in the Stroud area. Julia’s close engagement with Gannicox Camphill Community, Ruskin Mill Trust’s Home Making Course, gardening at Hawkwood College and being active with the Barnwood trust are all examples of benefit to our members in this respect. We are also thankful for the support of these organisations towards our project.

Achievements to date:

The above activities taken as a whole, have been a success in terms of our vision that our house community members and friends are enabled to lead a fulfilling socially inclusive life and can play a role in facilitating and promoting social inclusion and community spirit in the neighbourhood.

We have still not seriously engaged with fundraising. However, thanks to the generosity of several supporters we do have £266,000 in the deposit account. During the period we have viewed a number of houses in the locality and are still exploring what exactly we are looking for in terms of property, numbers of bedrooms, workshop space, garden potential and locality. There is some confidence that funds could be made available to purchase initially through a ‘friends’ network’ should a suitable property present itself.

In the second year of operating Applewood Foundation has achieved, for the public benefit, the ongoing provision of two properties providing accommodation and socially inclusive activity in accordance with its Objects.

Future plans:

Following the departure of Hannah and Darshan Julia has returned to the Shared Lives arrangement with Judy & Ian at no. 28 and we foresee this remaining the case for the time being.

In terms of priorities the search for property is ongoing, as is the work of finding donors to commit to funding such an expansion should the opportunity arise.

The craft work as a vehicle for community involvement and meaningful therapeutic and productive activity has been a success and we are seeking a place where it can settle and grow. Various venues have been explored both as a stand-alone centre and in combination with a living arrangement. Progressing this is another priority for the coming year.

Finances:

Because the Foundation does not as yet own any property there has been very little financial activity to report on. A substantial initial donation has given us the encouragement to believe that our vision is manageable. The daily life and activities of Applewood ‘carers’ and ‘tenants’ is covered by self-employment with GSL and State Benefits so there has been little for the Foundation to finance. The research and development of the Foundation’s work has been through voluntary effort.

Although we haven’t actively canvassed for donations during this period we are very grateful to the Trees of Rannoch Trust for their kind donation of £30,000 in May 2023. This has been transferred to the deposit account where it adds significantly to the reserve we carry for the eventual purchase of a property. Some may also be used in revenue to support the craft workshop activity which is striving to fulfil our object of community involvement as above.

We received a request for the return of a donation we had accepted in the first year. this was due to an immediate family member of the donor suffering a life changing diagnosis and needing financial support that was unexpected at the time of the donation being made. Trustees considered this request in the light of Charity Commission guidance on returning donations and accepted the humanitarian case for agreeing to this as the funds were in deposit and not immediately required for the charity’s activity.

We are thankful to all those who have supported, encouraged, and helped us in our endeavours, financially, philosophically, and socially.

Accounts have been drawn up for the period 1[st] April 2023 to 31[st] March 2024 on a cash basis and independently examined.

At 31[st] March 2024 the current account balance is £97.99 and the deposit account £265,940.44

Reserves & Investment:

A reserves policy is not required in terms of our revenue as there are no significant outgoings requiring a reserves policy as yet. There are no restricted funds. Donations are placed in an interest-bearing Charity Deposit Account. Funds do need to be available in the eventuality of our finding a property to purchase so time locking

funds in investment is not considered appropriate at this moment in our development.

Ethos, strategy and policies:

The ethos of the Applewood Foundation is expressed in our Purpose and Vision document together with the picture of the Values & Aspirations of the Social Impulse standing behind the Foundation of the charity.

Our strategy is to evolve organically in response to what comes toward us in our wish to achieve some public benefit in relation to our objects of providing shared living with support and social inclusion, particularly but not exclusively for individuals with special needs.

The charity has an Operational Management Handbook including our vision and management and policies covering Safeguarding, data protection, financial controls and business plan among other things.

Charity executive:

Applewood Foundation has not found it necessary to employ anyone in the first year of operation. At some future date a housing manager may be needed, but to date all the work of the Foundation has been carried out by trustees and volunteers. T

Contact details:

Bank: Triodos Bank, Deanery Road, Bristol, BS1 5AS

Independent Examiner: BKPlus, Cheltenham

Donors: Trees of Rannoch Trust

Project Advisors:

Shared Living: Gloucestershire Shared Lives team.

• Camphill Community: Gannicox Camphill Community, Esk Valley Camphill Community, Camphill Families & Friends, Camphill Alliance, Association of Camphill Communities.

Local community involvement: Cashes Green Community Centre, Applewood Estate Management Committee. Gannicox Camphill Community.

Signed:

Ian Bailey Mary Pearson Executive volunteer Chair

Date: 7[th] June 2024

	Applewood Foundation	Applewood Foundation	Applewood Foundation
	Income & Expenditure 1st April 2023 - 31st March 2024
Current account activity						2021-2023
INCOME		income	expenditure
	donations	30,000.00 £				35,000.00 £
	William Morris craft income	820.00 £
	grants	- £
	Interest current a/c	9.31 £				57.80 £
EXPENDITURE
Activities
	Craft Activities		93.29 £
Governance
	bank charges		1.60 £			£0.70
	IT		119.93 £			£115.75
	Camphill affiliation		- £			£167.85
	transfer to deposit a/c		30,000.00 £			£30,000.00
Misc.
	Donation returned to sender		5,000.00 £
	leaving present H&D		90.00 £
		30,829.31 £	35,304.82 £
surplus/deficit to date		4,475.51 -£
bank/cash contra transfer				31.03.2024	at bank
					Triodos Current	97.99 £
notes					Triodos Deposit	265,940.44 £
	Movement of funds				total at Bank	266,038.43 £
Deposit account					unbankedpayins	- £
	deposits	30,000.00 £			uncashed chqs	- £
	deposit interest,	5,033.55 £		Book Balance 31.03.2024		266,038.43 £
	surplus	35,033.55 £		Book Balance 31.03.23		235,480.39 £
current account				surplus/deficit in the year 30,558.04 £
	deficit	-£ 4,475.51
	movement in theyear 30,558.04 £
Ian Bailey - Treasurer.

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examlnerfs Report Report to the trusteesl members of Applewwod Fout)daliDn lorshared Lives On accoLFnts for the year ended 31 March 2024 Charity no If any) 1197147 Set out on pages I report lo the Iruslees on my examination of the accounts of the above charity I the Trust I for the year ended 3110312024. ResponslbllStSes and As the charity Iruslees of the Trust, YOLS are retspDnsible lor the preparation basis of report of the accounts in accordan￿ with the requirements of the Charities Act 2011 1 the Act"). I report in respect of my examination of the Trust's aGGounls G3rried out under section 145 of the 2011 Act and in carrying out my ex8minslion, I have followed the applicable Directions given by the Charity Commission under section 14515llbl of the Ael. I have completed my examination. I confirm that no material mallers have come lo my allenlion lolher than that disclosed below") in connection with the examination which gives me cause lo believe that in, any rnalerial respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the 8ccounling r&coids Independent examlner's statement I have no concerns and have come across no other mallers in connection with the examination lo which allenlion should be drawn in order lo enable proper underst f the accounts lo ba rea¢hed. Pl6as8 le the wo in the brackels if Ihey do not apply. Signed: Date: 11.12.2024 Name: Cinzia Hensl Relevant professional qualifieationlsl or body lif any): FCA Address- BK Plus Limited 6 Manor Park Business Cenlre. Mackenzie Way Chellenham GL519TX Section B Disclosure Only complete if the examinar needs lo highlight mallers of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). IER October 2018

Glve here brief detalls of any items that the examiner wishes to disclose. IER October 2018

(NARIIY (OMMISSION FOR ENGLAND AND WAlfS Applewotsd Foundatlon forshared Llves Recei ts and ments accounts CC16a Forthg perlod from U1-Apr-23 31-M8r-24 Section A Receipts and payments Unrestricted funds Restricted funds lo¢hi nèar•slÉ Endowmont funds Total funds Last year Al Recel ts DOna￿onS Jo.ooo CraftActiWlncDmP 820 a2 ross AR) J5,È63 SS8 an see table nv88tmors 8a es, Total receipts 35,863 A3Pa ments 84 6,000 9Q 1ZO 5.000 90 c￿rge￿ Sub total 5,JO6 6,JOS A4 Asset and Investment Sub total 6,306 6,J08 Met of recelpts/(paymentsl A5 Transfers b61we¢n funds A6 Cash fund81•8t year end Cash funds thls yèar Èfftjd 30,557 3D,557 ,48 268,038 266,038 CCXX Rl acwunts ISSI 1111212024

Section B Statement of assets and liabilities at the end of the period Unrestricted funds RtSlrlct6d funds EndowmÈnt funds Ldloyuii4b Bl Cash funds Dewsl A¢¢ouni 286,940 98 Total cash funds 260,038 IpwobB1BwsffihrEuypIs 8ndp&￿en1$ 4f4ouNl$ll Unrestrlcted funds Restricted funds Endowrngnt funds B2 Other monÈtary assÈt$ Fundlowhkh urrentyalue Dtrtalls B3 InvestmÈnt assets Fund tOW￿￿h v4lug B4 Asset8 retsined lor th8 charity'5 own use duo Whén duè BS Liabilities Signed byaneor Iruslee5 on behallol 811 the trusleÈ8 Dale of roval Print Name fr-wl CCXX R2Accounis {SSI 1111212024

APPLEWOOD FOUNDATION FOR SHARED LIVES Charily Regislralion no, 1197147 2nd Annual report of the truslees lor the period 151 April 2023 to 3151 March 2024 Applewood Foundalion for Shored Lives is a Charitable Incorporoled Organisalion first registered with the Charity Comniission on 15th December 2021 . The truslees extended the first reporting period lo 3 I sl Morch 2023 $0 this constitutes the 2nd annual reporl. Chorlly address; 28 Old Hospilol Lawn, Stroud, GL5 4GA. The1113t charlty Irustees,. who are Ihe only members of the foundation ure:_ Mary Peorson Nigel Hurley Julie Woods Penelope Redman Furlher Iruslees will be appointed in accordance wilh the rules of the foundation. Objecls.. The objects of the CIO are the relief ol those in need, by reason of youth, age, ill- heallli, disability, financial hardship oi other disadvonloge, in porticular but nol exclusively by the provision of housing,. and Ihe promolion of soclal inclusion, in accordance with the principles of Rudoll Sleiner. Ovr alm In the Ilrsl year of operollng,, To establish a Shared Live5 house communily under the auspices of Glouceslershire Shared Lives. To be aclive in the locolily ond eslabli5h a name lor our charitable activity. To raise on initial sum towards Ihe evenlval purchase of a properly l To research suitoble properlies in Ihe locality and explore the founding ol a crall workshop. Our alm In the second year of operallng., To continue Ihe Shored Lives activity ond gain experience of whal living arrangemen15 work best und what sort of properly is going to be m051 suitable. To develop the craft workshop activity. Ihe search lor properly Is ongoing, as15 the work of finding donors to commit lo funding such a development should Ihe opporlunily arise. Revlew of activllies during the perlod,, Two houses have remained available lo Ihe foundation at no cost in which lo establish the Shared Lives aclivily. 28 Old Hospital Lawn, the home of Judy & lan ailey hos been o base for the Foundation. and 26 Old Hospital Lown available for a Shared Lives caier lo e51oblish our lirsl house community.

In Augusl 2022 Alec Harrison our inilial Shared Lives carer in no. 26 moved on and Judy & lan become the ongoing carers ol Julia, spreading themselves over two houses. A couple, Hannah & Dorshon Robson and their daughter May 81ossom opplied to become Shared Lives carers wilh a view lo living at no. 26 and sharing Ihe house with Julia. This was supported by GSL and Ihey and Julia sel up home together at the beginning ol September 2023. Sadly, Ihe intensity of living with cs young family became too much lor Julia ond she returned to 28 Old Hospital Lawn lo Ihe care of Judy & lan al Ihe beginnlng ol November. Tru5tee5 have learned much from the exit interviews and are currently reconsidering what might be a more suilable set up for Ihe project in terms ol living ariangemenls, what sort of person would be most suiloble ond the nature of the properly. Concurrent with the progress of the Shared Lives oclivily Judy Bailey has conlinued with various community and croft relaled oclivilies Ihrough the local Coshes Green Community Cenlre. The Community Cenlre Thursday calé, baking bread wilh children on Sunday mornings, felling. baskelry, wool work and volunteering on the allotments together wilh hosting friends from Palesline having respite beaks in the UK have all generaled a good name lor the chorily in the local community and fulfilled ovr purpose of creating social inclusion. Partnerlng wllh olhey locol soclal Inltlatlves,. In Ihe course of Ihe above activilies ond in designing Ihe weekly timeloble ol Applewood uctivily we have consciously gone out to participate in Ihe programmes ol other, often anlhrop050phicolly inspired, social inilialives active in the Stroud area. Julia's close engagement wilh Gannicox Camphill Commvnily, Ruskin Mill Trust's Home Making Covffie. gordening ot Hawkwood College and being active with the Barnwood trust are all examples ol benelil to our members in this respect. We are also thankful lor Ihe support ol these organisolions towords our prolecl, Achlevements lo dale: The above activities loken os a whole, have been a success in terms ol our vision that our house communily members ond friends are enobled lo le(Jd a ILallilling socially inclusive life and con play a role in lacilltaling and promoling soclal inclusion ond community spirit in Ihe neighbourhood. We hove still not seriously engaged with fundraising. However, thanks to the generosily ol several supporters we do have £266,000 in the deposit account. During the period we hove viewed a number ol houses in Ihe locality ond are 51111 exploring whol exaclly we are looking lor in lerms ol properly, numbers of bedroonis, workshop space, garden polenliol and localily, There is some confidence thol funds could be made available lo purchase initially through a 'friends' network, should a suitable properly present ilsell. In the second yeor ol operaling Applewood Foundolion has achieved, lor the publlc benefil, Ihe ongoing provision of Iwo properties providing occommodolion and socially Inclusive octivily in accordonce with ils Object5.

Fvlure pluns., Following Ihe deparlure ol Hannuh and Darshan Julia has returned lo the Shared Lives arrongemenl wilh Judy & lan al no. 28 and we foresee thi5 remaining Ihe case for the lime being, In terms ol priorities the search lor properly is ongoing, as is Ihe work of finding donors to commil lo funding such an expansion should the opporlunity arise. The craft work as a vehicle lor community involvement and meaningful Iheropeulic arld productive activity has been a success and we are seeking a place where it con settle and grow, Various venues hove been explored both as a sland-alone cenlre and in combinolion with a living arrangemenl, Progres5Ing this is another priorily lor the coming yeor. Finances: Because Ihe Foundation doe5 nol as yel own ony property there hos been very lillle financial oclivily to report on. A substanlial iniliol donalion has given us the encouragement lo believe Ihal our vision is manageable. The daily lire and activities of Applewood 'corers' and 'lenants' is covered by self-employmenl wilh GSL and state Benefits so there h05 been little lor the Foundalion lo finance. The reseorch and developmenl of Ihe Foundalion'5 work has been through voluntary effort. We received a request for the return ol a donation we had accepled in the Iwsl yeor. this wa5 due lo on immediate lomily member ol the donor suffering a life changing diagnosis and needing financial Support that was unexpected at the lime of the donolion being made. Trustees considered this request in the light of Charily Commission guidonce on relvrning donations and accepted the humanilarion case for agreeing lo this as Ihe funds were in deposit and nol immediotely required lor the charily's activily. We are Iharnklul lo all Ihose who hrfjve supported, encouraged, and helped us in our endeavours, linanciolly. philosophically. ond sociolty. Accounts have been drown up lor the period Isl April 202310 3151 March 2024 on a cosh basis and independently exomined. Al 31$1 March 2024 the currenl accournl balance is £97.99 and the deposit account £265,940.44 Reserves & Investment: A reserves policy 15 not required in terms ol our revenue as Ihere ore no significant oulgoings requiring a reserves policy as yel, There are no reslricled funds. Donolions are placed in an inleresl-beoring Charily Deposit Accounl. Funds do need lo be ovailable in Ihe eventuality ol our finding a properly lo purchase so lime locking funds in inveslment is nol considered appropriate ol this moment in our developmenl. Ethos, 51ralegy and pollcles,. The ethos of the Applewood Foundation is expressed in our Purpose ond Vision document together with the piclure ol Ihe Valves & Aspirations ol Ihe Social Impulse slanding behind the Foundation ol the charity.

Our slrotegy is lo evolve organically in response lo whol comes toward us in our wish to ocliieve some public benefil in relotion lo our objects of providing shored living wilh support and social inclusion, particularly bul not exclusively lor Individuals with special needs. The charily hos an Operational Management Har)dbook including our vision and monagemenl and policies covering Safeguarding, dato protection, financial conlrols and business plon among other things. Chorlly executlve: Applewood Foundolion h(Js nol found il necessary lo employ anyone in the lir51 year ol operation. At some fulure dale a housing manager may be needed, bul lo date all Iho work of the Foundolion has been carried out by Iruslees and volunleers. T Contact details.. Bank,. Triodos Bank, Deanery Road, Bristol, BSI 5A5 Independenl Examlner,. Project Advlsors: Shared Llvlng,. Glouceslershire Shared Lives fe(Jni, Camphill Communlly., Gannicox Comphill Community, Esk Volley Camphill Communily, Camphill Families & Friends, Camphill Alliance, Association ol Camphill Communilies. Local communlly Involvement., Cashes Green Communily Centre, Applewood Eslale Manogement Commillee. Gannicox Camphill Community. Signed: lan Bailey Executive volunteer Mary Pearson Choir Dole.. 71h June 2024