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2025-12-31-accounts

Cholsey Volunteers Trust

Registered Charity No. 1197845

Trustees’ Annual Report 2025

Names of Trustees

Mr. Christopher Fry Chair Mr. John Wheeler Treasurer Mrs. Louise McAlister Secretary Mrs. Eve Evans Mrs. Helen Powis Ms. Lizzy Hay

Bank

Lloyds Bank Newmarket Branch 48 High St, Newmarket CB8 8LF

Governance

Cholsey Volunteers Trust was established as a Charitable Incorporated Organisation on 8 February 2022 and registered as charity no 1197845. This is our fourth Annual Report. The Trust was formed using the Foundation Model structure provided by the Charity Commission.

Appointment of Trustees

The founding trustees were appointed with staggered terms to ensure continuity: two for one year, three for two years, and two for three years. In 2026, Eve Evans and John Wheeler, having been founding trustees for one year and having completed their re-elected terms in February 2026 will have to stand for re-election of the two year balance of their two term entitlement

Policies and Procedures

To guide the Trustees in exercising their duty of care, the following policy statements have been adopted:

Cholsey Volunteers Trust Annual Report 2025

Page 1

Additionally, a comprehensive range of employment policies has been established. Copies of these policies are available to Trustees and other interested parties.

Risk Management

The Trustees recognize their legal obligation to protect service users and employees through adequate and appropriate insurance. Suitable cover has been arranged by Macbeth Chartered Insurance Brokers of Theale for public liability, employers’ liability, business interruption, and legal assistance. The Trust also own two vehicles, which are covered by a different broker, Wrightsure of Fareham.

Objectives of the Charity

The charity's constitution states that it has been established for the public benefit, aiming to relieve individuals in need due to youth, age, ill-health, disability, financial hardship, or other disadvantages in Cholsey and the surrounding area. This is achieved through the provision of free and subsidized food and volunteer support services, including but not limited to transport to appointments, assistance with the collection of shopping and medication, befriending, and advocacy.

Principal Activities in Pursuit of Objectives

Cholsey Volunteers has maintained and expanded the services developed over the past two years:

Cholsey Volunteers Trust Annual Report 2025

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Our Development Officer, Jane Tyndall, continues to do a tremendous job maintaining the volunteer database and matching volunteers' aspirations with available opportunities. This has led to the creation of dedicated teams for the Community Larder and Food Bank, which now operate as almost autonomous units. We have also established Cholsey Welcome Space, a dedicated facility housed in Cholsey Pavilion, providing regular puzzle and meeting days throughout the year, as well as a Slow Cooker project funded through grants from South Oxfordshire Housing Association.

We have also, by way of a grant from Oxfordshire County Council, been able to employ a driver for maintaining our service level, and since our last annual report have received a grant from Oxfordshire Community Foundation to purchase a second vehicle.

The figures speak volumes about our achievements:

Our growth and resilience have made us a permanent fixture in the village, encouraging a significant number of 'can-do' individuals to get involved, enriching the community.

Funding Strategy

The Trustees aim to manage the revenue budget on a self-financing basis. In 2025, this was largely achieved through public donations, fundraising, and several small grants, in addition to a surplus carried over from the previous year.

Cholsey Volunteers Trust Annual Report 2025 Page 3

Recognizing that the era of generous grants during lockdowns has passed, the Trustees will seek to expand the funding base by approaching local businesses and seeking broader community support through regular donations.

Reserves Policy

The charity benefited from the winding up of another village charity, Cholsey Relief In Need, which transferred nearly £21,000 to the Trust during the application for charitable status. This enabled the Trust to set aside £20,000 as a long-term reserve. The aim remains to maintain this reserve over the next five years. Given this commitment, the Trust has been able to invest a large proportion of the reserve in fixed term bonds to maximise income,

Future Plans

In 2025, the Trust focused on consolidating existing provisions while securing its financial position and raising its local profile. This has been done to great effect. Cholsey Volunteers has become a widely recognised and accepted local ‘brand’, and has started to attract donations from further afield.

In the coming year, the Trust will continue efforts to secure a broader funding base and further integrate its work with Cholsey Pavilion, Cholsey Day Centre, and other village organizations, providing a sustaining network of support for the village.

Closing Statement

The trustees declare that they have approved the trustees’ report above.

Signed by email after the AGM on behalf of the charity’s trustees

Mr Christopher Fry

Position Chair

Date 26 May 2026

Cholsey Volunteers Trust Annual Report 2025 Page 4

Independent Examiner's Report to the Trust88S of Cho15ey Volunteers TTUSt for the year ended 31st December 2025 The chanty's trust888 consider that an auflit is not requi￿ for thi$ year (under sèction 43121 of the Chant￿8 Act 1993 (the Actll and thatan independent exarnination is neede An examination includes a revNw4 of th8 accounting records kept by the charity and a comparison of the a¢¢oun¢s presented wth those records. It al¥0 indudes consideration of any unusual items or disrjosures in the accounts. and 8eekiThJ explanations from the tru8t888 conceming any suth matters. Tha procedures undertaken do not provKle all the ewdence that would be required in an audit. and ¢4)nsequentty I dts ftot express an audrt opinion on Ihe4Gcounts. In the course of my examiTration, no mait0T ha5 come to my attention ich ma raa8onabfo cau80 to boligve that in. any rnatorial rnspad. thè trustees hav& notm8ttha r8quirernents toensure that proper a(thunbng records are kept.. and accounts are prepared which agreewith the aGeounting re¢ord$." or to whKh, in my opinrt)n, att8nth)n shoutd be drawn in orde¥ to enable a propar understanding of the ac￿Unts to b8 reached. Signed D8t8'. 1*14) Name.. John Moore Address.. 5 Tudor Crescent. Swindon. SN3 4JS Cholsey Volunt8er5 Trust Annual Report 2025 Page 5

Cholsey Volunteers Trust Registered Charity No. 1197845

Receipts and Payments Account 1 Jan 2025 - 31 Dec 2025

RECEIPTS 2025 2024
Grants 11100.00 14300
Fundraising 6279.45 4285.96
Donations 19278.50 14436.97
Food Bank 4932.00 4320
Sales 917.75 0
Other 220.84 714.65
Warm Hub 0.00 5940
42728.54 43997.58
PAYMENTS
Staff 27634.35 19544.40
Pensions 1528.13 1582.36
Payroll Costs 672.00 840.00
Vehicle 1392.17 1599.16
Web Hosting 336.48 367.95
Telephone 118.20 128.05
Supplies 1752.62 1122.09
Insurance 483.96 484.33
Premises 5100.00 0.00
Food Bank 6115.65 4584.44
Other 17287.11 2998.91
Community Lar-
der 0.00 0.00
Warm Space 11.50 5908.75
62432.17 39160.44
BALANCE 23045.12 42748.75
Closing bank £23,045.12
Bond £15,000.00
---------------
Total assets £38,045.12
Represented by:
Committed reserves: Uncommitted reserves:
Warm Hub £1,204.14 Reserve £20,000.00
Food bank £3,078.39 Other £3762.59
OCC 2025 £5,000.00 ---------------
OCF 2026 £5,000.00 Total reserves £38,045.12

Cholsey Volunteers Trust Annual Report 2025

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Explanatory Note

The grants shown in the reserve are the residual balances of grants received in 2025, as below

Grants All
Grants
OCC
2025
Notes OCF
2026
Notes Other Notes
Opening
bal
£12,300 £12,300 £0 £0
Add
New
£11,100 £0 £10,100 £1,000 Co-op &
Truckfest
Less
Spent
£13,400 £7,300 Driver
payments
General
Admin
£5,100 Premises:
Cholsey
Pav + Day
Centre
£1,000 Comm
Larder
General
Op
Closing
bal
£10,000 £5,000 £5,000 £0

Cholsey Volunteers Trust Annual Report 2025 Page 7