## **Trustees’ Annual Report for the period** **From** 29 August 2023 **Period start date To** 31 March 2024 **Period end date** **Charity name:** Alton and District Community Relief Foundation **Charity registration number:** 1204493 ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|1.
The relief of poverty in Alton and surrounding
Alton Rural catchment including the villages of
Bentley, Beech, Bentworth, Binsted, Blacknest,
East Worldham, Holybourne, Kingsley, Chawton,
Selborne, Farringdon, Newton Valence,
Blackmoor, Oakhanger, Froyle, Four Marks,
Medstead, Ropley, Lasham and Shalden.
2.
Where possible, collaborate with other local
charities, service organisations and funding
sources, to avoid duplication, and to promote
joined-up response to maximise impact and
good practice to support those in need.
3.
Provide aid and assistance to individuals and
households primarily, as well as to groups and
organisations whose beneficiaries meet these
charitable objects.| |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’s main activities include:

Awarding grants up to £600 for people in need,
via a referrer (usually a social prescriber, school
leader, youth worker, etc.) awarded in the form
of goods and services with payment directly to
the provider of the goods/services.

Fundraising: grant writing and applying for
grants, seeking donations.

Community engagement and signposting to
share information about the charity to make
people—especially referrers—aware of the
charity’s purpose and objectives.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|Yes, the trustees have had regard to the
guidance issued by the Charity
Commission 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|Awarding grants to support people in need
is our core activity. Our grant-making
policy enables us to achieve this objective.

£600/year per applicant. This includes all costs
and expenses,includingVAT.| |||
To increase each year on 31stMarch to match
cost-of-living increases.

Referral required. No self-referrals.

Referrer to remain in charge of the referral,
including liaising directly with the beneficiary,
through to the conclusion of the application
process and coordination/receipt of any and all
goods/services

Request must be specific with estimated
itemised costs.

Financial information required for each person in
the household.

Grants in excess of the maximum amount may
be awarded up to the maximum amount. If
possible, supplemental funding may come
through other/outside sources, but this is not
guaranteed.

In the event of any conflict of interest—or the
appearance of a conflict—a conflicted trustee
shall abstain from voting on the grant
application.

Payment for approved goods/services are
always made directly to the provider of the
goods/services. No funds are given directly to
the beneficiary. The only exception to this is in
the form of gift cards in an approved amount; for
example, Sainsbury’s.| |---|---|---| |Policy on social investment
including program related
investment|Para 1.38|Not applicable. Social investment does not
form a material part of our charitable
activities.| |Contribution made by
volunteers|Para 1.38|Minimal contribution; the work of the charity
is completed by the trustees.
Contributions by two nontrustee volunteers
during this reporting period involved admin
support by one person who subsequently
became a trustee and by another person
who assisted in the delivery of items
purchased for a grant beneficiary.| |Other: Context of CIO
Formation||The Alton and District Community Relief Foundation
(ADCRF) CIO was established to continue the work
of “The Alton and District Community Resilience
Fund” created during Covid. The Resilience Fund
operated under the umbrella of the Alton Town
Council (ATC).
Between June 2020 and December 2022, the
Resilience Fund received 132 applications for 202
items/services, and funded 172 of these requests for
a total of £39,326.75. This included £13,200 awarded
in Sainsbury’s vouchers to arriving Ukrainians in 45
households arriving after the invasion on 24th
February 2022. Refugees from other countries have
also received ADCRF support.
The admin and reporting demands on ATC staff to
support the work of the Resilience Fund prompted
the decision to conclude operation under the ATC’s
umbrella. A needs analysis in the community,
coupled with the high demand for financial assistance
through the Resilience Fund, supported our decision
to form a CIO and continue this important work.| |The involvement of representatives of key community| |---| |groups and charities, along with a referral-based| |application process, enhances ADCRF’s efficiency| |and effectiveness with helpful signposting and joined-| |up thinking and action.| |ADCRF Trustees are people of influence in the| |community, involved with or connected to:| |
Alton Lions| |
Harvest Church| |
The Parish of the Resurrection| |
East Hants Citizen’s Advice Bureau| |
Alton Food Bank| |
Alton Community Cupboard| |
Alton Community Exchange (community network)| |
Bushy Leaze Children’s and Families’ Centre| |
The King’s Arms Youth Project| |
Resurrection Trading (dba Resurrection Furniture)| |
Primary/Secondary School Governance| |
ABF Charitable Trust| |
The Thomas Geales Almshouses (Alton United| |Charities)| |
The East Hampshire Local Children’s Partnership| |
Alton Rotary| |
Andy’s Man Club| |
Alton Men’s Shed| |
A31 Social Prescribers Network| |
Alton Santa| |Transparency and trustworthiness are inherent in our| |grant awards because all payments for goods and| |services are made directly to the provider, not to the| |beneficiary/recipient.| |For example, when an applicant needs items of| |furniture, we contact the manager of Resurrection| |Furniture (a parish-based charity) to see if they can| |quality used items that are suitable; the items are| |then discounted or free.| |Between 1stJanuary 2023 and 29thAugust 2023, the| |Resilience Fund volunteers carried on awarding| |grants under the umbrella of the Alton Lions whilst| |we formed ADCRF as a CIO and put in place| |resources (website and email accounts), processes,| |policies, procedures, and opened a CAF bank| |account. As President of the Alton Lions, ADCRF| |Trustee Moira Baker obtained a grant of £10000 from| |Hampshire County’s Connect4Communities Fund.| |Those funds were held by the Alton Lions whilst we| |were applying for an account with CAF, at which| |point the funds remaining after funding ADCRF grant| |awards during that time were transferred £1000 at a| |time, pursuant to financial safeguards set by the| |Lions’ bank.| |Similarly, The Grain House Trust (GHT), the parent| |charity of Harvest Church in Alton, held a donation of| |£7500 and funded some of the ADCRF grant awards,| |until our CAF account opened.| |We have not included in this report information about| |ADCRF grant awards made before 29thAugust 2023,| |but wanted to explain the history and context of| |ADCRF formation and actions.| |Grant awards made by Alton Lions and GHT on| |behalf of ADCRF, using ADCRF ring-fenced funds| |during this reporting period, have been reported| |already and separately by those charities. We| |include those grants, however, in the list below| |because the decision to award the grants were made| |after 29thAugust 2023.| ## **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|During this reporting period, we awarded 18 grants,
17 to individuals and 1 to another local charity. The
funds for first 12 grants (totalling £4757) were
disbursed on our behalf by The Grain House Trust
and the Alton Lions, using funds allocated for
ADCRF use, whilst our CAF banking access was
established. The other 6 grants (£2886.09) were
disbursed by ADCRF through our CAF account.
The total of all grants awarded during the reporting
period was £7643.09._See_Summary of Grant
Awards below.
All of the charity’s beneficiaries requested our help
because they had no other source of help. As set
forth in the summary immediately below, we help
people obtain crucial goods and services.
We are able to respond quickly to requests.
We work closely with social prescribers; school
leaders; agencies/charities that support children,
young people and vulnerable families; area
churches; and the local food bank. The work of the
charity has helped to strengthen community bonds
and demonstrate kindness, caring and support for
others.
In February-March 2024, we began planning a large
community-wide launch event in June 2024 to
increase our profile and inform prospective referrers
about us. We shall report on the Launch Event next
year’s Trustees’ Report.| ## **Summary of Grant Awards** |**Date**|**Payor**|**For Benefit Of**|**Items**|**Amount**| |---|---|---|---|---| |07-Oct-23|Lions|LE|Washer/Microwave|373.99| |11-Oct-23|Lions|ZL(Part A)|Small items|35.99| |11-Oct-23|Lions|ZL(Part B)|Wardrobe|210.95| |11-Oct-23|Lions|ZL(Part C)|Doorbell w/camera|59.99| |06-Nov-23|GHT|KZ(Part A)|Furniture Collection/Delivery|165| |13-Nov-23|GHT|KZ(Part B)|Furniture|144| |30-Nov-23|Lions|KZ|Fridge/freezer|414| |01-Dec-23|Lions|LM|Wheelchair|600| |18-Dec-23|GHT|EE|Curtains|120| |18-Dec-23|GHT|CH|Cooker|454| |20-Dec-23|Lions|SD|Transport/Furniture|305.08| |02-Jan-24|Lions|BushyLeaze*|FamilySupport Programme|600| |12-Jan-24|Lions|HT|Tumble Dryer/Hoover|528.99| |02-Jan-24|Lions|CH|Cooker|471.01| |06-Feb-24|GHT|RM|Bed|274| |||GHR = Grain House Trust|Lions = Alton LionsSubtotal|
**4757**| ||||_Payments by GHT/Lions were made with funds ring fenced for_
_ADCRF_|| |20-Mar-24|ADCRF|DR**|Cooker + Fridge Freezer|**818**| |21-Mar-24
21-Mar-24|ADCRF|KG(Part A)|Portable Heater and Lead|**41.99**| ||ADCRF|JD**|Carpet Cleaner,Bed,Tablet|**615.1**| |21-Mar-24|ADCRF|LG|Tumble Dryer|**334**| |---|---|---|---|---| |22-Mar-24|ADCRF|KG(Part B)|Baby Gates and Dehumidifier
Tumble Dryer|**359**| |25-Mar-24|ADCRF|M Family||**364**| |27-Mar-24|ADCRF|LM|Washer|**354**| ||||Subtotal|**2886.09**| |*Bushy Leaze is|a registered charity; all other grant recipients are individuals
|||**7643.09**| **Whilst theses payments exceeded our stated maximum, we wanted to ensure help was possible. Since this time, we have firmed up our policy to find other organisations/donors who can make up the difference when a grant exceeds our stated limit. ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|_See_above.
We are achieving our charitable objectives,
but know that many people are in need of
assistance. Our efforts are ongoing to
make people aware of the charity and its
objectives.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|So far, our fundraising activities have
succeeded in securing funding sufficient to
meet our charitable objectives. We have
received a Connect4Communities
(Hampshire County Council) grant and
donations from community groups,
churches and individuals.| |Investment performance
against objectives|Para 1.41|Not applicable.| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The charity is in a strong financial position
at the end of the reporting period, with
funding sources sufficient to meet the
expected demand into the next reporting
period.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|We do not hold reserves and therefore do
not have a reserves policy.
Unspent/unallocated funds await
distribution to future beneficiaries.| |Amount of reserves held|Para 1.22|None. Balance at the end of the reporting
period is not held as reserves; these funds
will be awarded in the form of goods and
services to future beneficiaries.| |Reasons for holding zero
reserves|Para 1.22|We have no expenses that require a
reserve.| |Details of fund materially in
deficit|Para 1.24|Not applicable.| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|The charity will continue as a going concern
as long as we are able to secure funding in
the form of grants and donations.
We have been successful with all of our
grant requests so far, we are the local
designated charity into 2027 from the
Church of England parish, and we receive
donations from local service organisations,
charities, and community groups.| ## **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|As noted above, our sources of funds
include a grant from Hampshire County
Council (for which we applied successfully),
and donations from local groups, service
organisations, churches and individuals.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|Not applicable.| |A description of the principal
risks facing the charity|Para 1.46|The greatest risk facing the charity is a lack
of funding. For this reason, we have
secured grants and donations sufficient to
carry us through the next few years.| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |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 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|Per our Constitution:
10. Appointment of charity trustees
(1) Apart from the first charity trustees, every
trustee must be appointed for a term of
three years by a resolution passed at a
properly convened meeting of the charity
trustees.
(2) In selecting individuals for appointment as
charity trustees, the charity trustees must
have regard to the skills, knowledge and
experience needed for the effective
administration of the CIO.| **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|Still informal; no new trustees during this
reporting period (all trustees are founding
trustees)| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|As a Foundation CIO with five founding
trustees, organisational structure is flat,
with decisions made by simple majority with
active participation of all trustees.
No wider network other than informal
engagement with key figures in the
community.| |Relationship with any
related parties|Para 1.51|Not applicable.| |Other||| ## **Reference and Administrative Details** |**Charity name**|AltonandDistrict CommunityRelief Foundation| |---|---| |**Other name the charity uses**|ADCRF or“The Relief Foundation”| |**Registered charity number**|1204493| |**Charity’s principal address**|Harvest Church, Alton Maltings
Maltings Close
Alton GU34 1DT| ||| **Names of the charity trustees who manage the charity** |1
2
3
4
5|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body)**
**entitled to appoint trustee**
**(if any)**| |---|---|---|---|---| ||Moira Baker||Fullyear|N/A| ||Lisa Hillan|Secretary/CC Contact|Fullyear|| ||Andrew Lawrence|Chair|Fullyear|| ||David Millard||Fullyear|| ||Paul Susans|Treasurer|Fullyear|| Corporate trustees – names of the directors at the date the report was approved: _**not applicable**_ Name of trustees holding title to property belonging to the charity: _**not applicable**_ ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity N/A Name and objects of the charity on whose behalf the assets are held and how this N/A falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets N/A from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser **
**Name**
**Address**||| |N/A||| |**Name of chief executive or names of senior staff members (Optional information):**N/A||| |**Exemptions from disclosure:**N/A||| **Other optional information:** N/A Declarations The trustses d￿larn that they have approved the INstees' report above. Slgned on behalf of the charfty's truste•s Signature(sl Full narne(sl Andrew Lawrence Lisa Hillan Posltlon Chair Seereta Date: 28" January 2025 |Date|Source|Description| |---|---|---| |29-Aug-23||Charitable Status Conferred; CAF bank account not yet open| |14-Dec-23|Grain House Trust|Donation to ADCRF| |15-Dec-23|CAF|Monthly Account Fee| |20-Dec-23|Alton Lions|Donation_(Cooker purchase)_| |21-Dec-23|Alton Lions|Donation to ADCRF| |27-Dec-23|CAF|Interest| |27-Dec-23|Alton Lions|Donations to ADCRF (2 x £1000)| |28-Dec-23|Alton Lions|Donation to ADCRF| |02-Jan-24|Alton Lions|Donation to ADCRF| |03-Jan-24|Alton Lions|Donation to ADCRF| |08-Jan-24|Alton Lions|Donations to ADCRF (2 x £1000)| |09-Jan-24|Alton Lions|Donation to ADCRF| |11-Jan-24|Alton Lions|Donation to ADCRF| |15-Jan-24|CAF|Monthly Account Fee| |17-Jan-24|Alton Lions|Donation to ADCRF| |18-Jan-24|Alton Lions|Donation to ADCRF| |19-Jan-24|Alton Lions|Donation to ADCRF_(Cooker purchase)_| |15-Feb-24|CAF|Monthly Account Fee| |15-Mar-24|CAF|Monthly Account Fee| |20-Mar-24|Currys|Cooker and Fridge-Freezer for DR| |21-Mar-24|Argos|Carpet, Cleaner, Bed, Tablet for JD| |21-Mar-24|Argos|Portable Heater and Lead for KG (Part A)| |21-Mar-24|Currys|Tumble Dryer for Laura Gadd| |22-Mar-24|Amazon|Baby Gates and Dehumidifier for KG (Part B)| |25-Mar-24|Currys|Tumble Dryer for Masiiwa family| |26-Mar-24|CAF|Interest| |27-Mar-24|Currys|Washer for LM| Bold = payment for a specific applicant, rather than transfer of seed/grant money from GHT/Lions |Reference|Debit
0.00
5.00
5.00
5.00
5.00
**818.00**
**615.10**
**41.99**
**334.00**
**359.76**
**364.00**
**354.00**|Debit
0.00
5.00
5.00
5.00
5.00
**818.00**
**615.10**
**41.99**
**334.00**
**359.76**
**364.00**
**354.00**|Credit
0.00
7500.00
**305.08**
1000.00
0.53
2000.00
1000.00
1000.00
1000.00
2000.00
400.00
1000.00
1000.00
1000.00
**471.01**
9.08
0.00| |---|---|---|---| ||2906.85||19685.70| 19685.7 Credits 2906.85 Debits **16778.85** Balance as of 31 March 2024