Trustees’ Annual Report for the period
From 01/04/2023 Period start date To 31/03/2024 Period end date
Charity name: WEST BERKSHIRE DRAUGHTBUSTERS
Charity registration number: 1200506
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | For the public benefit, the relief of those in need by reason of financial hardship, in West Berkshire and the surrounding area, by means of but not exclusively, providing practical help including home insulation and draught-proofing, support and information in order to help people to stay warm and reduce their energy bills. |
| 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 charity provide services to anyone with a serious health condition; who meets vulnerability criteria e.g. recently homeless; or is claiming social security benefits. Clients may be referred by organisations including the local authority, Citizens Advice Bureau. By providing energy saving advice and helping to install insulation and draughtproofing in clients homes the charity will help to reduce clients’ energy costs and make their homes more comfortable. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees operate the charity with due regard for the 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 Charity does not make grants |
| Para1.38 | The Charity does not make social investments |
| Policy on social investment including program related investment |
||
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | All services to clients are provided by unpaid volunteers who visit clients homes in pairs |
| Other |
Achievements and Performance
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SORP reference
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| SORP reference | SORP reference | 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 | During this reporting period, the main activity of the Charity was in making visits to clients in Newbury and Thatcham to address their draughtproofing needs. |
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
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Review of the charity’s Para 1.21 During the period the charity incurred
financial position at the end expenditure on draughtproofing materials
of the period and on awareness raising about its
services via a web site, Facebook
advertising, and flyers. The initial grants
received in 2022 remain sufficient to fund
activities until at least 2025.
Statement explaining the Para 1.22 All available funds will be held in a current
policy for holding reserves account. Trustees intend to hold reserves
stating why they are held of at least £1,000 in order to respond to any
sudden demand for its services.
Amount of reserves held Para 1.22 £1000
Reasons for holding zero Para 1.22 n/a
reserves
Details of fund materially in Para 1.24 n/a
deficit
Explanation of any Para 1.23 Trustees are confident that the Charity has
uncertainties about the the financial resources to meet demand for
charity continuing as a going its services for the foreseeable future
concern
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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
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Description of charity’s
trusts:
Type of governing document Para 1.25 The Charity is governed by a Deed dated
(trust deed, royal charter) 25 [th] August 2022
How is the charity Para 1.25 The Charity is a Charitable Incorporated
constituted? Organisation (Foundation Structure)
(e.g unincorporated
association, CIO)
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| Structure, Governance and Management | Structure, Governance and Management | Structure, Governance and Management |
|---|---|---|
| Description of charity’s trusts: |
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| Type of governing document (trust deed, royal charter) Para 1.25 The Charity is governed by a Deed dated 25th August 2022 |
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| How is the charity constituted? (e.g unincorporated association, CIO) Para 1.25 The Charity is a Charitable Incorporated Organisation (Foundation Structure) |
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| 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 | Every charity trustee must be a natural person. No individual may be appointed as a charity trustee of the CIO: - if he or she is under the age of 16 years; or - if he or she is disqualified from acting as a charity trustee by virtue of sections 178-180 of the Charities Act 2011 (or any statutory re- enactment or modification of that provision). - At least one of the charity trustees of the CIO must be 18 years of age or over. If there is no charity trustee aged at least 18 year the remaining charity trustees may only act to call a meeting of the charity trustees, or appoint a new charity trustee |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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
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Charity name West Berkshire Draughtbusters
Other name the charity uses
Registered charity number 1200506
Charity’s principal address 1 GRASSMEAD
THATCHAM
Berkshire
RG19 4FP
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
Steve Ardagh- Chairman
1
Walter
2 David Marson Trustee
3 Kenneth Neal Trustee
4 Ian Young Trustee
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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– 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 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 |
|
|---|---|
| David Marson | |
Trustee/Treasurer |
|
| 22/01/252 | |
| 22/01/252 |
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Charity Name 1200506
West Berkshire Draughtbusters
Receipts and payments accounts CC16a
For the period 01/04/2023 31/03/2024
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations - - - 4,317
- - - - -
Sub total (Gross income for AR) - - - - 4,317
A2 Asset and investment sales, (see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts - - - - 4,317
A3 Payments
Purchase of draughtproofing materials - 156 - 156 306
- - - - -
Sub total [ - ] 156 - 156 306
A4 Asset and investment purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments - 156 - 156 306
Net of receipts/(payments) - - 156 - - 156 4,011
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end - - 156 - - 156 4,011
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CCXX R1 accounts (SS)
18/01/2025
1
Section B Statement of assets and liabilities at the end of the period
| Categories |
Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Cash at bank Details |
Unrestricted funds to nearest £ - - - - OK Unrestricted funds to nearest £ - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
Restricted funds to nearest £ 3,855 - - 3,855 Agreement Error Restricted funds to nearest £ - Cost (optional) - Cost (optional) - - - Amount due (optional) |
Endowment funds to nearest £ - - - |
|---|---|---|---|---|
| - | ||||
| OK | ||||
| Endowment funds to nearest £ - Current value (optional) - Current value (optional) - - - When due (optional) |
||||
| - - |
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| Signature | Print Name D. J Marson |
Date of approval 22/01/25 |
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B4 Assets retained for the charity’s own use
B5 Liabilities
Signed by one or two trustees on behalf of all the trustees
CCXX R2 accounts (SS)
18/01/2025
2