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2025-03-31-accounts

Trustees’ Annual Report for the period

From 1 April 2024 Period start date To 31 March 2025 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 £625 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.

£625/year per applicant. This includes all costs
and expenses,includingVAT.

To increase each year on 31stMarch to match
cost-of-living increases. Per-grant maximum
increased accordingly from £600 to £625 during
this reporting period.

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.

In exceptional circumstances, grants in excess
of the maximum amount may be awarded. 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
assistance in the delivery of items
purchased for a grant beneficiary.
Other: Community Roles
and Impact of Trustees		 The involvement of representatives of key community
groups and charities, along with a referral-based
application process, continues to enhance 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

Dementia-Friendly Alton

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.

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 57 grants,
52 to individuals and 5 to other local charities. The
total of all grants awarded during the reporting
period was £22,423.33.
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.
On 24thJune 2024, the Trustees held a Launch
Event, attended by Town, District and County
Councillors, Clergy, Youth Charities and
Organisation, Service Organisation Leaders,
Community Charity Leaders, Citizens Advice Staff,
Social Prescribers, School Pastoral and
Safeguarding Leads. Fifty people, many with
several “hats” in the community attended. Some
have initiated direct referrals and applications since
then. Everyone who attended is in a position to
signpost to us and many have done so, as reported
anecdotally.

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 Obtaining grants to support our charitable
activities has become increasingly difficult.
Investment performance
against objectives		 Para 1.41 Not applicable.
Other

Financial Review

Review of the charity’s
financial position at the end
of the period		 Para 1.21 The charity is in a good 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 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
anyfundraising)		 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.
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 Katie Ward joined as a new trustee on 16th
September 2024, after serving as minute
secretary/support admin from the founding
of the charity. Formal induction was not
required.
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 As a Foundation CIO with six 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
6		 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
Katie Ward From 16thSeptember
2024

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

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

Date: 30[th] January 2026

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30 [th] January 2026
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Date Transaction Description ADCRF
Reference*		 Grant Banking
Fees		 Other
Expenses		 Interest
Income		 Donation
Income		 Grant
Income
01-Apr-24 ** *ADCRF references date from official CIO status
10-Apr-24 Enix Ltd(webhosting) 7.80
15-Apr-24 MonthlyAccount Fee 5.00
16-Apr-24 1 Mike Frost Carpets,flooring WG240214 600.00
18-Apr-24 2 Argos(household items) HCB1 345.00
23-Apr-24 3 Currys(washer,microwave) LD20 444.00
02-May-24 4 Hi-Tech Heating, gas cooker installation TR240306 139.56
02-May-24 5 John Lewis(child car seat) TS3 249.99
10-May-24 6 8th Alton Scouts (reg'd charity),subs, supplies
for low income children		 Grp 600.00
15-May-24 MonthlyAccount Fee 5.00
21-May-24 7 Bushy Leaze Family Support (reg'd charity),
young parentsgroup		 BL5 600.00
22-May-24 8 Sainsbury's MO7a 250.00
22-May-24 household essentials MO7b 250.00
22-May-24 for Ukrainians MO7c 100.00
22-May-24 9 Sainsbury's,household essentials SD8a 100.00
22-May-24 for family with terminally SD8b 250.00
22-May-24 ill child SD8c 250.00
23-May-24 10 Sainsbury's, vouchers for household essentials A1 250.00
28-May-24 11 HCC FBO Bushy Leaze (reg'd charity),children's
group play area		 600.00
03-Jun-24 12 Lunex Technology/Velobike, mobility scooter TR4 550.00
14-Jun-24 13 Argos, vouchers for household essentials B2 183.95
17-Jun-24 MonthlyAccount Fee 5.00
20-Jun-24 Instaprint--Launch Flyers 41.19
26-Jun-24 Interest 7.14
03-Jul-24 14 Currys,washer MP11 424.00
04-Jul-24 15 Mike Frost Carpets, carpet/skiphire LK12 410.00
08-Jul-24 Balance of Funds held FBO ADCRF by The
Grain House		 6225.44
10-Jul-24 16 B&Q,corner sofa MW15 495.00
15-Jul-24 MonthlyAccount Fee 5.00
16-Jul-24 WildlyUpbeat Printers--banner 110.00
30-Jul-24 17 National Tyre Service,tyre IC16 74.00
05-Aug-24 ICO Registration 40.00
08-Aug-24 Alton Town Council, bus shelter poster x2 weeks 60.00
15-Aug-24 MonthlyAccount Fee 5.00
27-Aug-24 18 Autodoc AG,van repairs RP22a 170.55
28-Aug-24 GSF,van repairs RP22b 315.39
28-Aug-24 Merityre[£652.42 total] RP22c 166.48
28-Aug-24 19 Amazon Princi,mattress JP19 207.99
02-Sep-24 20 Currys,washer SC23 454.00
02-Sep-24 21 Currys,washer LD39 443.99
04-Sep-24 22 Dunelm,dbl bed and mattress AS24a 367.95
04-Sep-24 Currys,electric cooker AS24b 344.00
16-Sep-24 MonthlyAccount Fee 5.00
19-Sep-24 23 Dementia-Friendly Alton (reg'd charity),
kitchen equipment		 KM10 600.00
26-Sep-24 Interest 7.28
30-Sep-24 HCC 10000.00
01-Oct-24 24 Currys,washer DD27 339.00
01-Oct-24 25 Gosw,dble mattress + covers SS26 155.96
03-Oct-24 26 Currys,washer SC30 454.00
04-Oct-24 27 Red DrivingSchool,drivinglessons JT13 477.97
15-Oct-24 MonthlyAccount Fee 5.00
16-Oct-24 28 DVLA Driver Online BO17a 34.00
17-Oct-24 29 Currys,washer CB32 429.00
29-Oct-24 30 Argos NH33a 150.00
29-Oct-24 Sainsbury's NH33b 150.00
29-Oct-24 31 TopFloor,flooring AW28 600.00
07-Nov-24 DVSA BO17b 62.00
07-Nov-24 32 Mattress for child VS26 204.95
08-Nov-24 33 Double bed,mattress JT35 520.24
13-Nov-24 34 Kwik Fit TS31 367.80
14-Nov-24 35 WF bedframe,mattress WF34 589.99
15-Nov-24 MonthlyAccount Fee 5.00
15-Nov-24 PK Fridge Purchase for future donation; held in storage 60.00
19-Nov-24 36 Currys,microwave,toaster KL38 136.97
21-Nov-24 37 Bte Automotive 34 EA40 596.15
22-Nov-24 38 SP Tatti Lashes,voc beautytrg LD39 184.90
26-Nov-24 39 DVSA JT13a 23.00
26-Nov-24 Alton Lions[reimb for initial pymt to service provider] Split Costs 214.07
27-Nov-24 40 Argos,4x mattresses FM49 402.95
29-Nov-24 41 Currys, gas cooker RW36a 359.00
04-Dec-24 Currys,washer RW36b 370.00
04-Dec-24 42 Currys,fridge/freezer CS41 274.00
05-Dec-24 43 Argos, air purifier, vacuum, microwave, oil radiator, DB47a 250.45
05-Dec-24 Argos, bathroom scales, toaster, thermometer DB47b 308.99
12-Dec-24 Parish of the Resurrection(Alton) 536.77
16-Dec-24 44 STS Tyre Pros,two tyres AB50 273.78
16-Dec-24 MonthlyAccount Fee 5.00
17-Dec-24 45 Argos,babyitems,rug SW42a 296.00
17-Dec-24 Argos Refund SW42 -84.00
17-Dec-24 Argos Refund SW42 -4.95
17-Dec-24 Argos Refund SW42 -9.50
17-Dec-24 Argos Refund SW42 -22.00
17-Dec-24 Argos Refund SW42 -48.00
17-Dec-24 Argos Refund SW42 -55.00
17-Dec-24 Argos Refund SW42 -27.00
18-Dec-24 46,47 Eggar's School, 2x Ukrainian students, residential trip MA44/ MB45 396.00
23-Dec-24 48 Currys C3a 199.98
23-Dec-24 Currys C3b 345.49
27-Dec-24 Interest 9.01
27-Dec-24 49 AO,cooker MP51 534.00
30-Dec-24 Alton Lions(RW36 contribution) 129.00
13-Jan-25 Short Fall The Grain House 7.10
13-Jan-25 HCC 6000.00
14-Jan-25 Argosrug, bathroom storage unit, roller
blinds, chest of drawers		 SW42b 299.00
14-Jan-25 50 Argos,whitegoods AC48a 233.40
14-Jan-25 Argos,household essential AC48b 46.90
15-Jan-25 MonthlyAccount Fee 5.00
15-Jan-25 51 ACA, room hire Andy's Man Club (reg's charity) AMC46 600.00
15-Jan-25 52 Argos,household essential D4 155.95
20-Jan-25 HCC 1500.00
22-Jan-25 Red Rose Driving,lessons BO17c 336.00
24-Jan-25 53 Eggar's School(YR11 theatre trip) MB53 30.00 3.00
05-Feb-25 54 Sainsbury'svouchers for Almshouses JC54a 100.00
05-Feb-25 resident previously homeless JC54b 200.00
05-Feb-25 55 Argos,household essential E5 75.95
07-Feb-25 Red Rose Driving [partial refund] BO17d -252.00
17-Feb-25 56 MonthlyAccount Fee EA40 5.00
21-Feb-25 57 Resurrection Furniture CA57a 320.00
03-Mar-25 Currys,washer-dryer(cost split with Lions) CA57b 209.00
07-Mar-25 Red DrivingSchool. Lessons BO17e 383.09
17-Mar-25 MonthlyAccount Fee 5.00
26-Mar-25 Interest 8.93
57 Grants 22423.33 60.00 321.99 32.36 6898.31 17500.00
**
Number of grants awarded 1Apr24--1Mar25
Grants
381.99
24430.67
Expenses
Income**
Other Charities:
8th Alton Scouts 600
Bushy Leaze 600
Bushy Leaze 600
Dementia-Friendly Alton 600
Andy's Man Club 600
3000
All other grant recipients
are individuals