## **Trustees’ Annual Report for the period** **Period start date 1[st] August 2022 Period end date 31st March 2023 Charity name: Chertsey & Addlestone Good Neighbours** ## **Charity registration number: 1199708** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To assist those in need by reason of age, ill
health, disability or other social and
economic disadvantage primarily in the
communities of Chertsey, Addlestone,
Ottershaw and Lyne through the provision
of volunteers to provide practical assistance
services, transport, companionship/social
interaction and other ‘neighbourly’
assistance. This helps to alleviate some of
the strain on local services.| |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|The provision of volunteers to provide
practical help, transport,
companionship/social interaction and other
neighbourly assistance.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees are aware of and have regard
of Charity Commission guidance on public
benefit.| |||| **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|The Trustees may in the future make
periodic grants to advance the objects of
the charity.| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|The charity is largely run by volunteers,
primarily the volunteer drivers & trustees.
Trustees take lead roles of chairmanship,
treasurer, secretary, with leads on social
media.| |||| 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|We gained foundation CIO registration on
19thJuly 2022, which activated our CAF
Bank Account.
A lot of time during our first FY as a ‘new’
charity was spent getting the newly
combined Chertsey and Addlestone Good
Neighbours voluntary groups ‘fit for
purpose’, combining the driver & client
databases, and the recruitment of volunteer
drivers to manage the increased workload.
We have continued our mission supporting
the local community by providing a service
which enables the frail and often elderly in
need to access local facilities and services
such as: hospitals, doctors, dentists,
opticians, local community/day centres
(especially those that support clients with
dementia), shops and hairdressers. We also
provide a befriending service.
During the year, ending 31stMarch 2023 our
volunteer drivers undertook 4716 jobs
supporting approx.150 clients, of which 79
were registered during the year.
We recruited 10 additional volunteer drivers
during the same time period.
We rebranded and created a ‘new’ website,
Chertsey & Addlestone Good Neighbours
(chertseyandaddlestonegoodneighbours.co.uk)
andFacebook group. Our Business Plan
identified a need to increase our collaterals
including a branded gazebo, flags, leaflets
etc.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|We have met all the goals set for our first
year as a registered CIO charity.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|Fundraising is mainly focussed on
donations from clients for transport to and
from their destinations – e.g. medical
appointments and day care centres. We
supplement this income with additional
fundraising - e.g. attendance at local
community fairs (which also gives us the
opportunity to promote the charity), and
grant applications to local small businesses
and local authorities.| |Investment performance
against objectives|Para 1.41|No investments made – we do not intend to
make investments.| |---|---|---| |Other||| |**Financial Review**||| |Review of the charity’s
financial position at the end
of the period|Para 1.21|We are a self-funding scheme primarily
based on client donations. The total income
was £20,763, (of which £1098 was
restricted funds) & expenditure £14,033
resulting in a first year surplus of £5632.
This along with cash funds of £10,731
brought forward from the previous year, FY
ended 31/07/22, gives cash funds of
£16,363, plus the restricted funds. £10,000
of this has been set aside as a reserve with
the balance being put towards the
improvement of the charity’s identity and
upgrading client/driver booking system.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Reserves are held to cover the core
operating costs, such as Public Liability
Insurance, duty officer and volunteers’
expenses.| |Amount of reserves held|Para 1.22|Based on a reserve of £10,000 and our
current and projected activity levels, we
could support the operation for one year
even if we received no donations from most
of our clients. At present, there are no paid
employees, but an honorarium is given to
our Duty Officer. The honorarium is ~25%
of the total income, which the trustees
consider as acceptable.| |Reasons for holding zero
reserves|Para 1.22|No zero reserve held.| |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|The role of the Duty Officer is pivotal to the
smooth operation of the charity.
Succession plans are in place including
volunteer support for the duties of this role.| |**Additional information (optional)**
You may choose to include further statements|**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|The primary source of income is the
donations made by our clients. We
supplement this income stream with fund-
raising and successful grant applications.
We are thankful for £1098 funds from
Surrey County Council Members Allocation,
which will fund anewbranded gazebo.| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|No investments are envisioned.| |A description of the principal
risks facing the charity|Para 1.46|The principal risks are the resignation of
the Duty Officer, failure of the booking
system and a significant reduction in
volunteer drivers. This is separate from
multiple trustee resignation.
We have a risk register in place that is
reviewed periodically.| |---|---|---| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||Trust| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution| |How is the charity
constituted?
(e.g. unincorporated
association, CIO)|Para 1.25|Foundation Charity Incorporated
Organisation (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|Nominated individuals elected by Board of
Trustees with signed Declarations.| **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|Trustees are trained in the charities
governing document, policies & procedures
and accounts at induction and ongoing.| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The charity is managed by a Committee
comprising of its Trustees. Each Trustee
takes a pivotal role in managing the charity.| |Relationship with any
related parties|Para 1.51|| |Other||We have developed and are maintaining
various policies & procedure documents.
| ## **Reference and Administrative details** |Charityname|Chertsey &Addlestone GoodNeighbours| |---|---| |Other name the charity uses|C&AGN| |Registered charitynumber|1199708| |Charity’s principal address|Chertsey and Addlestone Good Neighbours,
18 Renaissance Court, 50 High Street, Addlestone, Surrey
KT15 1TR.| ||| **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or**
**body) entitled to**
**appoint trustee(if any)**| |---|---|---|---|---| ||Christine BA Leach|Chairman||Board of Trustees| ||MaryFisher|Treasurer||Board of Trustees| ||Dr Brian Frank
PerryBEM|Secretary||Board of Trustees| ||Adrian Elston|||Board of Trustees| ||Diana Jane Maris|||Board of Trustees| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name** None Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year **|| |---|---|---| |None||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets None held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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 N/A ## **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)**|||| |---|---|---|---| ||
Christine BA Leach|Dr Brian F Perry|| ||

Chairman|Secretary|| ||||| ||28thJanuary 2024|28th January 2024|| CHARITY COMMISSION FOR ENGLAND AND WALES Ch• and Addl•ston¢ Good Nol hbouns 1199708 Receipts and payments accounts CC16a For the ￿rtod from To 014u 31￿•￿-23 Section A Rpc@ipts and payments Unrestricted nd• Endowment fund* R￿tricted lund$ Total funds L•st year A1 RK•lpl• Client donaiion5 Other donation5'. Telephone (St Anne'5 Church) Interest Black Cherry Fair/G005e Fair 17.411 1.750 13 13 Sub tolal(Gross income lor AR) A2 A•strt and in¥Mtm•nl ••lM, 18•• Lgbl•). Sub total A3 Paymont8 voluniepr £xpen5eS Telephone lsee above) Duty telephone Insurance Advertisln8 Lap top, software and wèbsite sundrles.5tatlonery.5ubscriplions. pos Black Cherry FèirlGoose Fair Sotia15 Honorarlum.. C Leach Bank ch3r 7,923 7.923 380 22 143 1,642 134 1,642 134 374 3.333 82 14,033 374 3.333 82 es Sub total A4 A•g•t and In¥•stm•nt ur¢h••o•, tabl• Sub tot•1 14,033 Net of reCeIp￿(payments) AS Transfers botweon fund• A6 CA#h tunds last yoar end C•sh funds this ytar end Ti 17,461 CCXX Rl ac£fjunb Iss 17105r2023 Section B Statement of assets and liabilities at the end of the period Unrnstricted funds Restrlcted funds to £ Endowm•nt funds to n•argSt E aiogorio• B1 C•8h funds CAF CASH CAF SAVINGS 10.406 5.957 1.098 Tot•1 e•#h funds 16.363 1.098 End0¥￿ent fund• to nMr••l £ funds nMr•Bt t Dv*JTI* B2 Oth•r mon•t*ry •M•ts FI￿d Curr•rrt ¥ilu• B3 lTrv•8tm•nt a8••ts Fundlo Cuff•ii ¥AI 84 A81•ts r•taln•d for th• ch•rlty'¥ own u•• Laptop 2 x card re•lers Unreslncled Unrestrieled Wh•n d Details 86 Ll*bllltl Signed by one or trustees on behaff of all the trustees D818 of roval Pnnt Name 12L CCXX R2 •¢¢ounts Iss) 1710512023 2. The restrict•d fund ot £1,098 li a gr8nt fr(xn Surrey County Councilhx Mark Mub 8 members 8lb¢atK*n toward8 a branded gazetrf). Othof don•t￿n$ ¥&*re Irom Ch• Nur8nvJ A$¥(￿1K￿ £1.000 l￿d Sa••0 Ltd £750. 3. The foll¢Mng payments mado lo trustees during the For vghicle oxponses in comTh)n *ith other ¥o￿n1•e[S Diana Maris £780 Adrian Elslon £428 To reimburse for purch&￿ made on bahall of the charity in Iho norn￿1 course of ifs o￿l81￿n$ Adrian Elslon £2(f2 Mary Fisher £121 Christine Leach £14 For adminislralion and •KTthari81 wvices Chnsline Leach £3,333 CCXX R3 xo)unts ISSI 17105r2023 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Reportto the trust•￿1 members of Chertsey and Addlestone Go¢xl Neighbours On accounts for tho yeor ended 31 Marth 2023 Charity no {If any) 1199708 Sot out on pages I report to the trustee8 on my examination of the accounts of the above chanty (Ihe Trust") for the year ended Rgsponslblliiies and As the chanty trustees of the Trust, you are responsible for the preparation basls of report of the account8 in accordance v*rth the requiremenls of the Charities Act 2011 {Ih• Acr). I report in resped ol my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable DIrect￿n8 given by the Charrty Commission under sedion 14515){bl ofthe Acl. I have c(Mnpleled my examination. I confim that no material matters have come to my attentson lother than that disdo3ed below ') in conn8ction wrth the examin8tion whth gives me cause to believe that in. any material respect: accounting records vffjre not kept in 8o))rd8nce *ilh section 130 of the Acl or the accounts do not accord with the accounting records Independent examiner's Statement I have no COn￿mS and have t￿me across no other matters in connection with the examinatson to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. . Please (knlete the wo￿$ in the brnckets rf they do not apply. Slgned: Dats: 0410712023 Nam•: Mark Adams Relevant profe$$lonal quallflcatlonls) or body lrfanyl: Arr Address: 6 Wendover Place Staines Middlesex TW18 3DG IER October 2018 Section B Disclosure Only complele rf Ihe examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts. dIrect￿n5 and guIdar￿e for examiners). Glve here brief detalls of any itsms that the èxamlner wl8hwJ to dlsc105e. IER October 2018