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2024-12-31-accounts

OPEN DOOR, WARMINSTER

Annual Report 2024

Abstract Chairmans’ statement, finance statement and details

Deborah Gogarty Secretary Open Door, Warminster (charity reg

no. 1207590) warminsteropendoor@gmail.com

Open Door, Warminster Annual Report 2024

Introduction

Open Door, Warminster was officially established as a charitable incorporated organisation (CIO) (reg no 1207590) on 20 March 2024. The formal part of this report, as required by the charity commission, focuses solely on the months the charity was officially in operation.

This part of the report looks at the whole year; referencing the achievements of the first three months when the group was operating as an unincorporated community association as well as the time spent as a CIO

Chair’s statement

It is essential before all else to thank all the volunteers who have worked tirelessly in the past year; Trustees and volunteers at all the Cafes, both current and retired for their enthusiasm and energy in making our service to the community so successful. Without them we could not have provided the warm welcome each guest receives.

Of course, to be able to offer the service that we do, I must also thank the funders and donors like the Warminster Mayor (pictured)., who have enabled us to hire the comfort of The Athenaeum each week and provide the tea/coffee and biscuits. Big thanks also to Warminster Philharmonic orchestra for their wonderful contribution. And to Warminster

Town Council for its support of the new prostate cancer group.

Wiltshire Community Foundation, the Warminster Area Board, Macmillan and the Fudge Trust have supported us as well since our inception. Also, generous local businesses and organisations.

Not to forget the very welcome cake baked and brought in by one of our guests!

1

Our Thursday Café consistently welcomes thirty to forty guests each week, enjoying friendship and camaraderie of each other. Professionals from a variety of organisations pop in to share their knowledge and encourage the take up of available grants.

In April members of the Cancer Support Café attended the Warminster Lions PSA Testing session and following on the Prostate Cancer Support Group was launched in July.

Rachel (pictured with Kerry left and Marion right), partner of Kerry, undertook a sponsored skydive to raise funds, which were kindly match-funded by Centre Parcs.

This new group is an important asset to the chat café repertoire, encouraging greater awareness

about this growing yet preventable cancer.

We have welcomed professionals from Salisbury Hospital, the Royal United Hospital and the Macmillan CAB Welfare service and been attending the Bereavement Network meetings at Dorothy House.

Both Friday morning Cafes have welcomed guests and offered support allowing them to share concerns and struggles; although conversations can very often be light-hearted giving the opportunity for laughter.

Working in and for the community, both in the town and villages, we will seek to increase and improve our services in the coming year, welcoming all who need a listening ear and a comforting cuppa.

2

Treasurers Report

This report covers the 12 months from 01 January to 31 December 2024.

Income was £15,528 up from £12, 403 in the previous year. This comprised grants from funders, donations from charities and public donations.

Our expenditure was £12, 262 up on £8,904 from the previous year. This increase was down to heavier refreshments costs, an increase in rent as we are operating more cafes and a drive on improving communications.

We finished the year with a net surplus of £7,969 which represents approximately 75% of 2025’s operating costs meaning that we will have time to focus on our strategy for funding in 2026 without concern for 2025.

Statement for 2024

----- Start of picture text -----
Open Door Warminster
Financial Statement for the year ended 31 December 2024
EXPENDITURE 2024 2023 INCOME 2024 2023
Rent £7,205.00 £5,295.00 Grant Macmillan Cancer £2,898.00 £0.00
Refreshments £589.59 £449.09 GRANT Warminster Lions £0.00 £250.00
Appliances/Eqpt £0.00 £654.93 GRANT Warminster Area Board £0.00 £0.00
Marketing PR £3,491.45 £1,928.85 Donations £2,558.00 £2,263.57
Insurance £218.27 £210.16 Coffee morning fundraiser £0.00 £0.00
Volunteer materials/mgmt £298.23 £166.52 Wiltshire Community Foundation Grant £4,977.00 £5,500.00
Heating £0.00 £78.00 National Lottery Grant £0.00 £330.00
Postage £0.00 £4.10 Warminster Town Council Grant £1,920.00 £2,500.00
Phone contract £60.00 £93.95 Warminster Fudge Trust £0.00 £1,560.00
Cleaning materials £0.00 £23.40 Warminster Mayor's Charity of the year £1,000.00 £0.00
Donation incorrectly processed as debit 31/12 £400.00 Warminster Philharmonic donation £1,550.00 £0.00
Raffle at WPHO event £375.00 £0.00
Warminster in Need donation £250.00 £0.00
£12,262.54 £8,904.00 £15,528.00 £12,403.57
Closing balances Opening balances
Lloyds Bank Treasurer account £7,969.88 £4,704.42 Lloyds Bank Treasurer account £4,704.42 £1,204.85
Cash in hand 0 0 Cash in hand 0 0
----- End of picture text -----

3

Trustees’ Annual Report for the period

From 20 March 2024 To 31 December 2024

Charity name: Open Door, Warminster

Charity registration number: 1207590

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 To promote social inclusion for the
public benefit by preventing people in
the Warminster and surrounding
villages area from becoming socially
excluded, relieving the needs of those
people who are socially excluded and
assisting them to integrate into society.

For the purpose of this clause ‘socially
excluded’ means being excluded from
society, or parts of society, because of
one or more of the following factors:
mental ill-health in particular, but not
exclusively, mental ill-health caused by
loneliness, grief/bereavement or cancer.
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 operation of drop-in support groups
known as chat cafes. Providing peer
support through enhanced social
connection and signposting to
additional resources.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 The Trustee confirm that to the best of
their knowledge they have complied
with their duty to have due regard to the
commission's public benefit guidance
when exercising any powers or duties.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Contribution made by
volunteers
Para 1.38 The charity is run entirely by volunteers.
We conservatively estimate the annual
contribution in hours as c1800 or 258
working days which at real living wage
costs equals c£38,000.

5

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 In 2024 the charity ran 98 separate chat
cafes. The Thursday social group
attracts the largest audience of 40+
attendees of diverse ages and
backgrounds.
The cancer and bereavement groups
provide local support to those affected
by life changing situations. Before the
Chat Cafes were in operation, people
had to travel to receive support.
In June 2024 the charity established the
newest group which supports men
affected by prostate cancer.

Additional information (optional) You may choose to include further statements where relevant about:

Performance of fundraising
activities against objectives
set
Performance of fundraising
activities against objectives
set
Performance of fundraising
activities against objectives
set
Para 1.41 2024 was an exceptional year for
fundraising with grants and donations
bringing in £15, 528. The charity finished
the year with a surplus which ensured
2025 activities could continue without
risk.

6

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 The charity finished the year with a
surplus of £7,968.88. This was a result
of successful fundraising and grant
achievements throughout the year. The
charity has established good relations
with local stakeholders such as the
Town Council which actively support
the charity’s aims. The surplus provides
the charity with 75% of its budget for
2025.
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 The charity has £2,400 designated as
reserves, which represents three
months’ fixed operating costs. It is held
in an instant access current account. It
provides a buffer that will allow it to
continue to provide services should:

A source of income, e.g. a grant, is
not renewed.

The need to fund short-term deficits
in a cash budget, e.g. money may
need to be spent before a funding
grant is received.
The Board reviews the level of reserves
needed to ensure that they are adequate
to fulfil our continuing obligations on an
annual basis.
Amount of reserves held Para 1.22 £2,400
Reasons for holding zero
reserves
Para 1.22 N/A
Details of fund materially in
deficit
Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23 N/A

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 charity is wholly reliant on grant
funders and donors. It does not charge
for its services as it does not wish
money to be a barrier for anyone
needing the benefits it provides.
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46 N/A.
Para 1.46 Last year felt more pressurised in terms
of the availability of suitable grants with
grant funders being more cautious

7

A description of the principal
risks facing the charity
about the terms of their grants. The
charity reviews its cash flow each
month and establishes an annual
strategic fundraising plan.

8

Structure, Governance and Management

Description of charity’s
trusts:
Charitable Incorporated Organisation
Type of governing document
(trust deed, royal charter)
Para 1.25 Constitution dated 20 March 2024
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25 Charitable Incorporated Organisation
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 Trustees are elected annually at the
AGM and, from the Board, volunteers for
Chair, Treasurer and Secretary are
agreed. New Trustees are co-opted onto
the Board as required during the year.

Reference and Administrative details

Charity name Open Door Warminster
Other name the charity uses N/A
Registered charity number 1207590
Charity’s principal address 14 Manor Road Upton Lovell Warminster Wiltshire BA12 0JW

Names of the charity trustees who manage the charity

Trustee name Office (if any) Dates acted if not for whole
year
Name of person
(or body) entitled
to appoint trustee
(ifany)
Marion Barton Chair 20/03 – 31/12/2024 Trustee Board
Deborah Gogarty Secretary/Treasurer 20/03 – 31/12/2024 Trustee Board
Simon James 20/03 – 31/12/2024 Trustee Board
Michael Tansey 20/03 – 31/12/2024 Trustee Board
Sue Chinnock 20/03 – 31/12/2024 Trustee Board
John Alpin 20/03 – 31/12/2024 Trustee Board
Marion Curtis 20/03 – 31/12/2024 Trustee Board

9

Funds held as custodian trustees on behalf of others

Description of the assets N/A 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

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

10

Chat Cafés at The Athenaeum Centre 18-20 Hi h Street BA12 9AE g

1[st] and 3[rd] Friday each month

10:00-12:00

2[nd] and 4[th]

Monday each month

19:00-20:30

Every Thursday

10:00-12:00

2[nd] and 4[th] Friday each month

10:00-12:00

No charge no need to book. Just drop in and enjoy a chat and a cuppa on us!

11

Open Door Warminster

1207590

Receipts and payments accounts

3/20/2024

12/31/2024

For the period from

To

CC16a

Section A Receipts and payments

A1 Receipts
Grant from Warminster Mayor Charity
1,000
1,920
1,550
Raffle income
375
Skydive byR Evans
400
Donation from Longleat Estate
500
public donations
1,364
-
7,109
-
-
Sub total -
Total receipts 7,109
A3 Payments
Marketingand PR
3,097
Refreshments
514
Phone
50
Hire of room at Athenaeum
5,830
Volunteer management
298
-
-
-
-
Sub total 9,789
-
-
Sub total -
Total payments 9,789
Net of receipts/(payments) - 2,680
A5 Transfers between funds
-
A6 Cash funds last year end
-
Cash funds this year end - 2,680
Unrestricted
funds
to the nearest £
Grant from Warminster Town Council for
prostategroup
Donation from Warminster Philharmonic
Orchestra
Sub total(Gross income for AR)
A2 Asset and investment sales,
(see table).
A4 Asset and investment
purchases, (see table)
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Restricted
funds
to the nearest £
Endowment
funds
Total funds
to the nearest £
1,000
1,920
1,550
375
400
500
1,364
-
7,109
-
-
-
7,109
3,097
514
50
5,830
298
-
-
-
-
9,789
-
-
-
9,789
- 2,680
-
-
- 2,680
Last year
to the nearest £
- 1,000 -
- 1,920 -
- 1,550 -
- 375 -
- 400 -
- 500 -
- 1,364 -
- - -
- 7,109 -
- -
- - -
- - -
- 7,109 -
- 3,097 -
- 514 -
- 50 -
- 5,830 -
- 298 -
- - -
- - -
- - -
- - -
- 9,789 -
- -
- -
- - -
- 9,789 -
- - - 2,680 -
- - - -
- - - -
- - - 2,680 -

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Details
Cash in bank
Details
Details
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
to nearest £
2,680
-
-
2,680
Agreement Error
to nearest £
-
-
-
-
-
-
Unrestricted
funds
Unrestricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
to nearest £
-
-
-
-
OK
to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Restricted
funds
Restricted
funds
Amount due
(optional)
to nearest £
Endowment
funds
-
-
-
-
OK
to nearest £
Endowment
funds
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
-
-
-
-
-

Signed by one or two trustees on behalf of all the trustees

Signature

Print Name

Date of approval