Chertsey & Addlestone Good Neighbours Trustees, Annual Report for the Year Ending 3 1 March 2025 Objectives and Activities Chertsey & Addlestone Good Neighbours exists to support mernbers of the local community who need a little help due to age, ill health. tempoTary disability or other social or economi¢ disadvantage. Our objective is to provide practical help that enables people to remain independent. connected, 2md able to access essential services. Our volunteers offer transport to rnedical appointments, day centres, and other essential activities, as well as friendly contact and practical assistance. These services are available to anyone in need within our area and are provided for a modest contribution to cover the cost of fuel. Through this work, we aim to reduce loneliness, promote well-being, and help people slay active within their communities. Many of those we support would struggle to aceess essential services without our help. Our activities also complement the work of local health and social care providers by ensuring that residents can reach the services they rely on. In this way, the charity delivers clear and direct public benefit. Achievements and Performance During the 12 months ending 31 March 2025, demand foi our services remained high. We registered 22 new clients, several of whom were Teferred by the RUT￿1Tnede Social Prescribing team, reflecting the strong partnerships we continue to build with local services. We recruited eight new volunteers during the year. WTrile four have since moved into full- time employment, one has relocated, one has retired due to age and ill health, and one is on maternity leave. each Lontributed positively to our work and helped str¢ngth¢n our community network. Across the year, we received 5253 help requests, which resulted in 4556 completed journeys; the 'uncompleted journeys, were due to client cancellations (the majority), the destinations cancelling appointments and unavailability of volunteers. Transport to local day centres, parttcularly for clients living with dementia, continues to be one of our most frequently requested services. Thanks lo our volunteers, many residents were able to attend dementia day care centres that they would olherwise struggle to reach. Our support continues to complement the work of local professional services and helps to ensure that vulnerable residents receive consistent, community-based a5SiStance. At the start of the financial year, we introduced a new real-time booking system. After a short settling-in period, it has significantly improved how we record requests, match volunteers, and report on our activity. We also attended three local fetes, providing opportunities to meet residents, raise awareness of our work, and listen to community needs. Although these events did not result in substantial volunteer recruitment, they strengthened our visibility and reinforced the positive reputation of the charity. We also refreshed our publicity materials during the year. Financial Review The charity ended the year in a stable financial position. Income during the 12 months to 31 March 2025 was sufficient to meet the costs of delivering our services, including volunteer expenses, insurance, administration, and the introduction of our new real-time booking system. Expenditure remained carefully managed throughout the year, ensuring that funds were used directly to support our charitable activities. We continue to Tely on a combination of client donations, grants. and community support. Contributions from clients help cover the costs of transport and volunteer mileage. while grants and local fundraising activities provide additional income for branded items and publicity materials. Although volunteer recruitment remains a challenge, OUT financial position allows us to maintsin our current level of service and plan confidently for the year ahead. The trustees regularly review the charity's reserves to ensure that we hold an appropriate level of funds to manage fluctuations in demand and rnaintain service continuity. At year-end, our reserves were considered adequate for the size and nature of the charity. Structure, Governance and Management Chertsey & Addlestone Good Neighbours is a Charitable Incorporated Organisation (CIO) governed by a board of trustees who are responsible for the strategic direction, oversight, and effective management of the charity. The trustee5 meet regularly to review performance, monitor finances, assess risks, and ensure that the charity continues to meet its objectives and deliver public benefit. We are looking to broaden and expand the skill base of our volunteers. The charity is supported entirely by volunteers, who provide transport and practical assistance to clients. All volunteers are r¢¢ruited in line with our safeguarding and data protection policies, and appropriat¢ checks and training are Carried out before they begin supporting clients. Day-to-day opeTations are coordinated by the trustees and booking coordinators, who manage bookings, allocate requests, and ensure that services run smoothly. We work closely with local organisations, including the Runnymede Social Prescribing team. health services, and community groups, to ensure that residents receive the support they need. The trustees continue to review governance arrangements to ensure that the charity remains Compliant with Charity Commission requirements and operates effectively. Reference and Administrative details Chari Other name the charit uses istered charit number Charity's principal address name Chertse C&AGN 1199708 Chertsey and Addlestone Good Neighbours, 18 Renaissanee Court. 50 High Street, Addlestone, Surrey KT15 ITR. & Addlestone Good Nei hbours Names of the charity trustees who manage the charity Name of per50n lor bodyl elltitled to appoint trustee ifan Trustee nAme Offiee lif any) Dates acted if not for whole year Christine B.A. Leach Chairman Board of TTUStees Dr. Brian Frank Perry BEM Adrian Elston Secretary Board of Trustees Board of Trustees Board of Trustees Diana Jane Maris 10 Chair's Statement This has been another year marked by dedication, resilience, and community spirit. Despite the ongoing challenges faced by many local residents, our volunteers have continued to give their time generously. ensuring that people who are isolated, vulnerable, or living with long-term conditions receive the support they need. The introduction of our new booking system has strengthened our ability to respond quickly and efficiently to requests for help, and the positive feedback we receive from clients reminds us of the real difference this service makes. Our presence at local fetes and community events has helped raise awareness of our work" volunteer recruilment remains an area we must continue to focus on. I would like to express my sincere thanks to all our volunteers, trustees, partners, and supporters. Your commitment enables us to continue providing a lifeline to so many people in our community. As we look ahead, we remain detemlined to build on this year's achievements and ensure that Chertsey & Addlestone Good Neighbours continue5 to be a trust¢d and valued source of support for those who need us. Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's tTUStees: Signature(s) Full name(s) Christine B.A. Leach Dr. Brian F. Perry Position {e.g. Secretsry, Chair, etc.) Chair Secretary 24° January 2026 24° January 2026 CHARITY COMMISSION FOR ENGLANO AND WALES Receipts and payments accounts CC16a For the perlod from To 151 ri12024 31st March 2025 Section A Receipts and payments Unreslricted funds to thè no8rè8t Restricted funds Endowment funds Total funds Last year to the nearest£ to the nearest £ to the nearest £ to the nearest £ A1 R*¢olpt¥ Client donalions Qther donabons Tekephone ISI. Ann's Church) Intsrest FJndraisirvJ s￿ndnes 31,769 1,133 444 81 785 31,789 1,133 444 B1 785 30,679 5,297 43 4,721 561 Sub total (Gross income for AR) 34.245 34,245 41,736 A2 Assèt and investm8nt salos, (see tablèl. Sub total 34,245 34.245 41,736 A3Pa ments Volunteer ex￿nSeS Telephone Duly IEleph¢ne Insuran Advertising Websiie, lapitsp, & softw8r8 Surwjries, stationary. 5ubscriplion5 12,557 12,557 12,683 430 439 150 684 824 2,￿5 1.123 5,500 120 256 725 208 95 725 95 SocFal evtnls Honoiarium Bar& ¢h8rges 5.917 120 20,424 5,91T 120 Sub total 20,424 24,918 A4 Asset and investment urchases, Isee table) Sub total 20,424 20,424 24,918 Net of receipt￿[payments) A5 Transfers between funds A6 Cash funds lasl year end Cash funds this year end 13,821 13,821 16,818 34,279 48.100 34.279 48,100 17,461 34.279 CCXX R1 accounts ISSI 1210112026 Section B Statement of assets and liabilities at the end of the period Unrestricted nds to nearest £ Restricted funds to thoar•st£ Endowment funds CaiEgorles Details ta nèar•st£ B1 Cash funds CAF ¢uffenlkncount 7,192 CAF Sawngs Account 40,908 rotsl cash funds 4B,100 Iwe balan¢e$wkh rK¢iws ￿ paymenis Unrestrlcted funds R¢¥trietèd fund$ Endowment funds to ￿PareSt £ Details ¢0 n8arost£ to nBare5t£ B2 Othgr monetary assets Fund towhlch asset belon Costloptlonall Current valL* Dgtails Fund lo whl¢h asset belon Unreslricied Current valuo onal Details Laptop Cost lopts"onall 84 Assets rotained for the charity's own use Gazebo Ibrdnded with ch¥nty logo) Unreslrided 2 hand-held card readers Unre$iri¢ied Wi-Fi enabled Card reader Unreslricled Fund to whlch lates Amount dup Whon due Details B5 Liabilities Signed by one or Iwo Iru5tees on behalf of all the trust895 Date of pioval Signature Print Name Christine B. A Leach Adrian A. Elslon CCXX R2 awounts ISSI 1210112028 CHARITY COMM155ION roR ENGLhNO AND WALE5 Receipts and payments accounts CC16a FOT the porloi rrom To 1st A ril 2024 31st klarch 2025 Section A Receipts and payments UnTPS(rictod funds tDth* n*Èr*St R¥$tri¢ivd lund¥ EndowmeEtt Funds Tol31 lundB Lasi y0ai to th• Trèaro￿t E to Ihè n*llr4*t t to nilareyl E to Iho noar8*tE A1 Receipt ¢lienldcngliTrn5 ,h•r¢trJrtatsony Texeptwp (St Ann'5 ChLEtthI Iniere51 Fiinrtrai41 SuDdnEa 31.7B9 30.679 444 430 Ya 13 4.721 13 S4Jb total(Gross incom$ for AR) 34,24S 34.245 41,73È A2 As¥¥i ¥iid investTrient sales, I¥¢E tsbl¢l. Sub tutèl Total rn¢¢lpts 34.245 34.?4S 41.736 A3 P¥ mÈxl$ 12,557 444 12.567 12,683 80 19s￿rance 439 150 358 358 725 208 ¥iipdnp.s 4lalKJn¥ry. 4iibgcnpl￿y &24 2.965 SocFI e'jen onor3rnum B3nK CharQ￿s S.917 20 20,424 8.917 5,SQO 120 24,918 Sub total 20,424 A4 Asset and investmenl Lirchases. (see tablel Sub total 20,424 20.d24 24.918 Net of receipts/(payments) AS Transfers between funds A6 Cash funds 185t yoar on funds this y88r end 13,B21 1J,821 16,818 34,279 48,100 17,461 24.279 4e,1QQ CCXX Rl acLount5 ISSI 1210112026 Section B Statement of asset5 and liabilities at the end of the period Unie3Lrirted fund5 to n••r•9t £ Restricted fvnds n•4r•91£ En¢awmeiit funds r?t*Q)T'les B1 Cash lunds CA Tr Cwtorhl 4wAJ.'Il 7.192 F %aviw5 4Q.908 Total cash funds 48,100 paylntnts Unreslrlcted lunds to noarosl É R8Strtcted runds lo noarosi£ Endowment funds tOrNJa¢oHI E Details B2 Othèr monetary assets Fiind towhlr.h gy*l b*1 C￿1 loptia￿all CiitloTrt v*1 B3 Inveslmerht assets Curl￿¢ vDf Det?.518 Ldpityp Qffjl IDptsonall A88ots rotalnod for tho charfly's own use Ilnre41ric.ts%.rf Z 4Andthp.Id r.Htd TpadeF5 IIDTP.Slfir.tntt .F4 T8dt UTlI@slnc Fund to whlch Arnourt du• Ylhon lional O¢tai1s B5 Llabllitles Sioned by on8 or PNO fru&l885 on behalf of all Ihe IruslEe Date ol ap.proval Ignplijre. Print Naine Chr131ing 8. A Leach Adrian A. Elston GCXK P2 aC￿UnIS ISSI 1210112026 CHARITY COMMISSION FO£ ENGLAND AND WALE5 Independent examlner's report on the accounts Section A Independent Examiner's Report R9POrt to tho trustsgs Chertsey and Addleslone Goc*J Neighbours On accounts for the year ended 31 March 2025 Charity no Ilf any} 1199708 Set out on pages I report to the trustees on my examination of the accounts of the above chanty {￿he Tru8t") fof the yR2r endf>d 3110312025 Responsibilities and basis of report As the charity's trustees. you are responsiblè for th6 prèparation of the actsjunts in actordanca wrth the requirements of the Charities Act 2011 I'lhe Ad'l. I report in respect of my examination of the Trust's accounts caffied out under sedion 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charrty Cornrnission under section 145(S)Ibl of Ihe Aci Independent ￿he charity's gross income exceeded £250,000 and l am qualified to examlner's statement undertake the Éxamination by being a qualified member of linsert name of applicable listed bodyll. Delete I l if not applicable. I have completed my examination. I confinn that no material matter5 have Come to my attentson in connection wf(h the examination (other than Ihal disclosed below ') which gives me cause to believe that in. any material respect.. Ihe accounting recurd5 were not kept in accordance wtth seciion 130 of the Charities Act". or the accounts did not accord with the accounting records: or the accounts did not comply with the applicable requirements concerning the form and QL)nlenl of accounts sel out in the Charities {Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'lrue and fairf view which is not a matter considered as part of an independent examination. I have no contsms and have come across no other matters in connection with the examination lo which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the bffjckets rfthey do not apply. Signed: Date: 1210112026 Name: Mark Adams Relevant professional qualificationls) or body ATh IER Oct 2018 lif any): Address: 6 Wendover Place Staines Middlesex TW18 3DG Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any ittrms that the examiner wishes to dlsclose IER Oct 2018