CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 0110112022 Period start date To 3111212022 Period end date Charity name.. Cubbington & District OAP Association Charity registration number.. 516878 Objectives and Activities SORP refernnce P*a 1.17 Summary of the purposes of the charity as set out in tts goveming document The object of the Associatlon shall be to promote the welfare of the aged in any ! manner which now is, or hereafter. may be deemed by law to be charitable within the villagas of Cubbington, Offchurch, Weston-under-wotherley, Eathorpe. Hunningham and Wappenbury in the County of Warwickshire. Social interaction at a variety of events based at Cubbington Vlllage Hall, including lunGhes and games". Day Club, Snack & ChaL Bingo, Skittles. l Lunch club at local venues. Walking | group over 2- 5 miles distance. Coach outings to places of InteresL Craft ro ects. Fundraisin Fairs. All trustees are aware of the guidance outlining the key duties, and what trustees need to do to carry out these duties competently. Being aware of the duties and responsibilities help our trustees to perform their role in a way that complies with key requiremonts of the law. Summary ofthe main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in th8 accounts. Para 1.17 and 1.19 Statement confirming whether the trustees have had regard to the guidance issued by the CharÈty Commission on public benefit Para 1.18 Additional Infomiation (optional) You ma choose to inciude further statements where relevant about.. SORP rèference Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38
The charity relies on volunteers to host our events, including provision of refreshments, organising games, leading walks and outings. Trustees ara l all volunteers: no staff are employed by i the chari Para 1.38 Contribution made by volunteers Other nla Achievements and Performance SORP raferen l Tho charity is a key component of village life in Cubbington and local area. Many residents of the village are over 60, we provide a safe envlronment for our members to meet and socialise. Many of our members live alone, and the benefjts they receive make a slgnlficant difference to their lives. helping to alleviate loneliness and isolation. We provlde lifts to those who are unable to travel independently to our events. The coach outings enable members to visit places of interest that would be challenging for them were they to rely on public transport In 2022 we stsrted offèring Skittles sessions whlch has enhanced the opportunity for physical ." activity amongst our members. Our monthly magazine is delivered to every MeMbeS home and is an important link to the community for those in the Association, especlally those who have limited mobility. Summary of the main achievemenls 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. P8Ta 1.20 Additional infonnation (optional) You ma choose to include further statements where relevant aboul.. AGhievements against objectives set Para 1.41 Perfomiance of fundraising activtiies against objectives set Para 1.41
Investment performan against objectives Para 1.41 Other
Financial Review Review of the charity's financial position at the end of the period Para 1.21 2022 was our first full year of activities after they had been suspended during the Covid-19 pandemic. Fundraising was successful, and we were able to re- establish many of the events and outings. We improved the position of the charity finances during this period | and were able to have confidence that i our member benefits Vre sustainable. As a results of this financial stability. the charity has a healthy position on reserves. The trustees have reviewed options for investing back Into the member benefits, and as a result plan to expand our activities in 2023 and ststement explaining the policy for holding rèsérve8 stating why they are held Pata 1.22 Amount of reserves held R&asons for holding zero reserves Details of fund materially in deficit Explanation of any UnrtaIntieS about the charity continuing as a going concem Par2 122 Fifteen thousand nla ounds Para 1.22 Parn 1.24 nla Para 1.23 Additional infomiation loptional) You ma choose to include further statements where relevant about: Fundraising is our princlpal source of funds. Fairs Ispring, Christmas etc) Lottery & Raffles Donations (members I local businesses) The charity's principal sources of funds (including any fundraising) Para 1.47 Investment poliGy and objectives including any social investment policy adopted nla Pa¥a 1.46 A description of the principal risks facing the charity Para 1.46 Other nla
Structure, Governance and Management Description of charity's trusts.. Type of goveming document Para 1.25 Constitution How is the charity onstituted? P8rn 1.25 Unincorporated association nr4ted Trustee selection methods including details of any constttutional provisions e.g. election to post or name of any person or body ents'tled to appoint one or more trustees Para 1.25 Elected by members at AGM Additional infomiation {optional) You ma choose to include further statements where relevant about.. Policies and procedu adopted for the induction and training of trustees PaTr 1.51 The charity's organisational structure and any wider nefwork wth which the charity works Para 1.51 Relationship with any related parties Para 1 51 Other Reference and Administrative details Chari name Other name the Gha Uses istered Gharit nufnber Charity's principal addres8 Cubbin ton & District OAP Association 516878 67a Rugby Road Cubbington Leamington Spa CV32 7HY
Names of the charity trustaes who manage the charity Datss aet•d If notfor whol ear Trustee nam• Office {if any) Namo of person ltsr badyl ¢ntltl•d oint trustee ifan Ann Kinzett Chris Daly Colin Marrow Chair Vice-chair Treasurer Caroline Marrow Paula Poland Editor Promoter Membership Secretary Secretary Sally Warren julia Warren January to March 2022 10 11 12 13 14 15 16 17 18 19 20 Cor orate trustees- names of the directors at the date the re Dlrector nam• ortwasa roved Name of trustees holding title to property belonging to the chartty Trustee name Dates acted rf not for whole ear
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 infom7ation Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Other o tional infomiation
Declarations The trustees declare that they have approved the trustee5' report abov Slgned on behaw of the charity's trustsÈ$ Slgnaturels Full name(s) Position (eg Secretary, Chair, etc} Lesley Jane Young Secretary Date 2910912023
Cubbington & District OAP Association Accounts for the year ended 31st December
| 2022 | 2022 | 2022 | 2021 | 2021 | 2021 | |
|---|---|---|---|---|---|---|
| Surplus | Surplus | |||||
| Receipts | Payments | (Deficit) | Receipts | Payments | (Deficit) | |
| Direct Fundraising | £12,682 | £5,249 | £7,433 | £4,274 | £2,202 | £2,072 |
| Grants & Donations Received | £5,369 | £1,755 | £3,614 | £125 | £0 | £125 |
| Outings | £2,688 | £5,963 | (£3,275) | £0 | £0 | £0 |
| Social Functions | £3,227 | £2,434 | £793 | £717 | £864 | (£147) |
| Magazine and Administration | £1,926 | £3,050 | (£1,124) | £39 | £2,014 | (£1,975) |
| Totals | £25,892 | £18,451 | £7,441 | £5,155 | £5,080 | £75 |
| Net Surplus/(Deficit) | £7,441 | £75 | ||||
| £25,892 | £25,892 | £5,155 | £5,155 | |||
| Balance | Balance | Increase | ||||
| **31/12/2022 ** | **31/12/2021 ** | (Decrease) | ||||
| Bank & Cash | ||||||
| RBS | £25,877 | £18,804 | £7,072 | |||
| Coventry BS | £3,194 | £3,190 | £3 | |||
| Cash | £426 | £61 | £365 | |||
| £29,497 | £22,056 | £7,441 |
Report of Independent Reviewer: W John Kendall To. the Management Committee and Membefs of Cubbington and District OAP Association Opinion on Financial Reportlng I have reviewed the internal control and accounting of the Cubbington and District OAP Association for the year ending 31$1 Dernber 2022, and express the following opinion. In my unbiased opinion. based upon the financial statements and accounts presented to me on 2Yh January 2023. my impression is that the Financial Reporting and Accounts for the year ending 31 St December 2022 are a true and accurate reprentatIon of the financial posibon of the Cubbington and District OAP Association. W John Kendall 10th February 21r23