Trustees’ Annual Report for the period
From 1[st] April 2023 To 31[st] March 2024
Charity name: Sedgley and District Community Association
Charity registration number 516606
Objectives and Activities
| SORP reference | ||||
|---|---|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote educational, recreational and vocational activities for the community at large by activities run directly by the Association and the provision of rooms for hire to other organisations and private individuals |
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| 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 |
SDCA run directly a gardening club, over 50's, two bridge clubs and an active retirement group. We hold and open other events throughout the year including concerts, flower and vegetable show, fayres and lunches. Groups meet regularlyon thepremises. |
||
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Not recently |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | |
|---|---|
| Para 1.38 | |
| Policy on grant making | |
| Para 1.38 | |
| Policy on social investment | |
| including program related | |
| investment | |
| Para 1.38 |
Contribution made by volunteers Other
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 | The main achievements for the 12 months to the 31stMarch 2024 have been 1. to keep the premises in good order 2. for the SDCA to maintain a reasonable fnancial positon. 3. To contnue to provide good facilites for the various groups and individuals from the community to use . |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
Completion and payment in full for new boiler and pipework. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | SDCA has a positive bank balance at the 31stof March 2024. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves as such are not held but the policy is to maintain a positive bank balance so that all commitments can be met. |
| Amount of reserves held | Para 1.22 | See above |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| 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 | Not applicable |
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 |
Hire of the facilities and membership fees |
|---|---|---|
| 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
| Description of charity’s trusts: |
No change to previous year | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | No change to previous year |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | No change to previous year |
| 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 | No change to previous year |
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
| Charityname | Sedgley and District Community Association |
|---|---|
| Other name the charity uses | Not applicable |
| Registered charity number | 516606 |
| Charity’s principal address | Ladies Walk, Sedgley, West Midlands, DY3 3UA |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Brian Guest | Chairman | |||
| Robert Ferris | Secretary | |||
| David Jukes | Treasurer | |||
– Corporate trustees names of the directors at the date the report was approved
Director name Not applicable
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| Not applicable | ||
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) David Jukes
Full name(s) David Edward Jukes
Position (eg Secretary, Treasurer Chair, etc)
Date
17[th] January 2025
SEDGLEY AND DISTRIcf COMMUNrrY ASSOCIATION. Balance sheet for year ending 3 1st March 2024 Cbarity No 516606 Income as book (inc OB) Opening Balance Income for year inc transfer Transfer from Savings Account Net income for year 42.521.36 10,433.29 32,088.07 £ 32,088.07 £ 32,088.07 £ 32,088.07 Expenditure as Ix)ok Transfer to Savings Account Expenditure for year £ 31,329.59 £ 31.329.59 £ 31,329.59 £ 31,329.59 Current Account brought forward Current Account carried forward Surplusldeficit on Current Account £ 10,433.29 £ 11,191.77 758.48 758.48 758.48 Credit Union Account brought forward Transfer tolfrom Savings Account Credit Union Account carried forward Surplus on Savings Account 5.090.33 5,090.33 Total surplus / deficit for year 758.48 Entries checked to Bank Statementsand Income l ExltUre records provided. In my opinion the accounts show & true and accurate record of the income and expenditure for the association for the year ended 3110312024 Examiner: Sections hold money for the nmllll of their groups. The money reverts to the Association should the group cease to meet and therefore is recorded Er]ow as an asset. Section accounts are not scnrtinised by th¢ Association Treasurer or Independent Examiner. SECTION RESERVES AT JANUARY 1st 2024 estimated 1,500.00 I,000.(Mi I,(M)O.(M) I,000.(K) 4,5(10.00 2023 2022 2,116.10 not available not available not available ACTIVE RETIREMENT GARDENG CLUB OVER FIFTIES THURSDAY a1 Friday BRIDGE CLUB TOTAL 1500 1000 1000 1000 £ 4,500.00