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2023-03-31-accounts

Charity Number 1013285

Chorlton Good Neighbours

Report and financial statements For the year ended 31st March 2023

Chorlton Good Neighbours

Reference and administrative information

for the year ended 31st March 2023

Charity number 1013285 Registered office and operational address Wilbraham St Ninians Church Egerton Road South Chorlton-Cum-Hardy Manchester M21 0XJ

Trustees Trustees who served during the year and up to the date of this report were as follows:

Rev Ken Stokes Chair
Kathryn Grand Secretary
Michael Schaefer Treasurer
Andrew Peter Dawson
Angela Downing
Dennis Haughton
Rev Jennifer King
Bernard Leach
Philip Lloyd
Mary O Mahoney (appointed Sep 22)
Kay Roberts (appointed Sep 22)
Andrew Scriven (appointed Sep 22)
Allision Sheard (appointed Sep 22)
Joan Constable (resigned Sep 2022)
Christine Bentley (resigned Nov 2022)

Trustees who held title to property belonging to the charity during the reporting period or at the date of approval were:

Mr Andrew Dawson (trustee) and Mr Bernard Leach (trustee) are the registered owners of the leasehold property (Flat 10, Fielden Court, 245 Barlow Moor Road, Chorlton, Manchester M221 7AY)

Key management Helen Hibberd Co-ordinator
Personnel
Bankers Lloyds TSB Bank plc CAF Bank Ltd
25 Gresham Street 25 Kings Hill Avenue
London Kings Hill
EC2V 7HN West Mailing
Kent ME19 4JQ
Independent examiner Christy Lau FCCA CTA DChA
Slade & Cooper Limited
Beehive Mill
Jersey Street
Manchester
M4 6JG

1

Chorlton Good Neighbours

Trustees’ annual report

for the year ended 31st March 2023

The trustees present their report and the unaudited financial statements for the year ended 31st March 2023.

Reference and administrative information set out on page 1 forms part of this report. The financial statements comply with current statutory requirements, the charity’s constitution and the Statement of Recommended Practice - Accounting and Reporting by Charities: SORP applicable to charities preparing their accounts in accordance with FRS 102.

Objectives and activities

The objective of the charity is to support persons resident in Chorlton-Cum-Hardy and adjacent districts who are in need, hardship or distress regardless of gender, disability, religion or belief, race, ethnicity or sexual orientation.

The trustees review the aims, objectives and activities of the charity each year. The Annual Report looks at what the charity has achieved and the outcomes of its work in the reporting period. The trustees report the success of each key activity and the benefits the charity has brought to those groups of people that it is set up to help. The review also helps the trustees ensure the charity's aims, objectives and activities remained focused on its stated purposes.

The trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in planning its future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives that have been set.

Achievements and performance

The charity's main activities and who it tries to help are described fully in the Annual report 2023 which follows note 20 to the accounts.

Financial review

Please see the Annual report 2023 which follows note 20 to the accounts.

Reserves policy

The total reserves of the charity at the year-end were £491,845 comprising restricted funds of £2,491 and unrestricted funds of £489,354. Chorlton Good Neighbours has agreed to keep minimum reserves of £ 50,000, so they will be able to pay full redundancy costs to staff in case the charity becomes financially unviable.

2

Chorlton Good Neighbours

Trustees’ annual report

for the year ended 31st March 2023

Plans for the future

Please see the Annual report 2023 which follows note 20 to the accounts.

Structure, governance and management

The management committee consists of up to 12 trustees who govern the charity through a constitution. The trustees appoint officer to the management committee in the form of a Chair, Treasurer and Secretary. This is done annually at the AGM. Officer positions are nominated through members of the committee and the officer must be a member of the committee. A vote takes place at the AGM involving all members of the charity.

Existing trustees are responsible for identifying potential new members, taking into account the need for a wide range of skills and experience required to ensure effective management of the organisation. A democratic process takes place at the AGM.

The organisation is an unincorporated charity registered as a charity on 30/07/1992 in England and Wales.

The charity is constituted under a constitution 1992. The trustees are members of the charity but this entitles them only to voting rights. The trustees have no beneficial interest in the charity.

All trustees give their time voluntarily and receive no benefits from the charity. Any expenses reclaimed from the charity are set out in note 10 to the accounts.

3

Chorlton Good Neighbours

Trustees’ annual report

for the year ended 31st March 2023

Statement of responsibilities of the trustees

Law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the charity's financial activities during the period and of its financial position at the end of the period. In preparing financial statements giving a true and fair view, the trustees should follow best practice and:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charity's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

The trustees’ annual report has been approved by the trustees on 21[st] September 2023 and signed on their behalf by

Michael Schaefer (Treasurer)

4

Independent examiner’s report

to the trustees of

Chorlton Good Neighbours

I report to the charity trustees on my examination of the accounts of the charity for the year ended 31[st] March 2023 which are set out on pages 6 to 25.

Responsibilities and basis of report

As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Christy Lau FCCA CTA DChA Slade & Cooper Limited, Chartered Certified Accountants Beehive Mill, Jersey Street Manchester, M4 6JG

8[th] January 2024

5

Chorlton Good Neighbours

Statement of Financial Activities

for the year ended 31 March 2023

Unrestricted
funds
Note
£
Income from:
Donations and legacies
3
14,934
Charitable activities:
4
Support services
72,070
Investments
5
13,687
Total income
100,691
Expenditure on:
Charitable activities:
6
Support services
97,680
Total expenditure
97,680
3,011
21,196
8
24,207
Net movement in funds for the year
24,207
Reconciliation of funds
Total funds brought forward
465,147
Total funds carried forward
489,354
Net income/(expenditure) before
net gains/(losses) on
investments
Realised gains/(losses) on investments
Net income/(expenditure) for the
year		 Restricted
funds
£
-
20,635
-
20,635
24,994
24,994
(4,359)
-
(4,359)
(4,359)
6,850
2,491		 Total funds
2023
£
14,934
92,705
13,687
121,326
122,674
122,674
(1,348)
21,196
19,848
19,848
471,997
491,845		 Total funds
2022
£
15,255
86,383
13,474
115,112
102,524
102,524
12,588
15,506
28,094
28,094
443,903
471,997

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

A full comparative SOFA is available on the last page of the financial statements.

6

Chorlton Good Neighbours

Balance Sheet

as at 31 March 2023

Note
£
£
Fixed assets
Investments
13
442,035
Total fixed assets
442,035
Current assets
Debtors
14
2,605
Cash at bank and in hand
15
51,756
Total current assets
54,361
Liabilities
Creditors: amounts falling
due in less than one year
16
(4,551)
Net current assets
49,810
Total assets less current liabilities
491,845
Net assets
491,845
Funds of the charity:
Restricted income funds
17
2,491
Unrestricted income funds
18
489,354
Total charity funds
491,845
2023		 £
£
370,839
370,839
2,223
100,789
103,012
(1,854)
101,158
471,997
471,997
6,850
465,147
471,997
2022		 £
£
370,839
370,839
2,223
100,789
103,012
(1,854)
101,158
471,997
471,997
6,850
465,147
471,997
2022
370,839
101,158
471,997
471,997
6,850
465,147
471,997

The notes on pages 9 to 25 form part of these accounts.

Approved by the trustees on 21/09/2023 and signed on their behalf by:

Michael Schaefer (Treasurer)

7

Chorlton Good Neighbours

Statement of Cash Flows for the year ending 31 March 2023

Note
2023
£
Cash provided by/(used in) operating activities
20
(12,720)
Cash flows from investing activities:
Dividends, interest, and rents from investments
13,687
Purchase of investments
(50,000)
Cash provided by/(used in) investing activities
(36,313)
(49,033)
Cash and cash equivalents at the beginning of the year
100,789
Cash and cash equivalents at the end of the year
51,756
Increase/(decrease) in cash and cash
equivalents in the year		 2022
£
(1,199)
13,474
-
13,474
12,275
88,514
100,789
-

8

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023

1 Accounting policies

The principal accounting policies adopted, judgments and key sources of estimation uncertainty in the preparation of the financial statements are as follows:

a Basis of preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), second edition - October 2019 (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006 and UK Generally Accepted Accounting Practice.

The accounts (financial statements) have been prepared to give a 'true and fair view' and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a 'true and fair view'. This departure has involved following Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), second edition - October 2019, rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

Chorlton Good Neighbours meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note.

b Preparation of the accounts on a going concern basis

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern.

The trustees have made no key judgments which have a significant effect on the accounts.

The trustees do not consider that there are any sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amount of assets and liabilities within the next reporting period.

9

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

c Income

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the item(s) of income have been met, it is probable that the income will be received and the amount can be measured reliably.

Income from government and other grants, whether ‘capital’ grants or ‘revenue’ grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

For legacies, entitlement is taken as the earlier of the date on which either: the charity is aware that probate has been granted, the estate has been finalised and notification has been made by the executor(s) to the charity that a distribution will be made, or when a distribution is received from the estate. Receipt of a legacy, in whole or in part, is only considered probable when the amount can be measured reliably and the charity has been notified of the executor’s intention to make a distribution. Where legacies have been notified to the charity, or the charity is aware of the granting of probate, and the criteria for income recognition have not been met, then the legacy is a treated as a contingent asset and disclosed if material.

Income received in advance of a provision of a specified service is deferred until the criteria for income recognition are met.

d Donated services and facilities

Donated professional services and donated facilities are recognised as income when the charity has control over the item, any conditions associated with the donated item have been met, the receipt of economic benefit from the use by the charity of the item is probable and that economic benefit can be measured reliably. In accordance with the Charities SORP (FRS 102), general volunteer time is not recognised; refer to the trustees’ annual report for more information about their contribution.

On receipt, donated professional services and donated facilities are recognised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure in the period of receipt.

e Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the Bank.

10

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

f Fund accounting

Unrestricted funds are available to spend on activities that further any of the purposes of charity.

Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose.

Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charity’s work or for specific projects being undertaken by the charity.

g Expenditure and irrecoverable VAT

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is classified under the following activity headings:

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

h Allocation of support costs

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include back office costs, finance, personnel, payroll and governance costs which support the charity's programmes and activities. The bases on which support costs have been allocated are set out in note 7.

11

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

i Fixed asset investments

The charity held an investment property and Income Units in the COIF Charities Investment Fund. The valuation of the investment property is measured initially at cost and subsequently at fair value at the reporting date.

The fair value of investment property is based on a valuation by an independent valuer who has recent experience in the location and class of the property being valued.

The Income Units are a form of basic financial instrument and are initially recognised at their transaction value and subsequently measured at their fair value as at the balance sheet date using the closing quoted market price. The statement of financial activities includes the net gains and losses arising on revaluation and disposals throughout the year.

The Charity does not acquire put options, derivatives or other complex financial instruments.

The main form of financial risk faced by the charity is that of volatility in equity markets and investment markets due to wider economic conditions, the attitude of investors to investment risk, and changes in sentiment concerning equities and within particular sectors or sub sectors.

j Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

k Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

l Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

m Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

12

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

n Pensions

Employees of the charity are entitled to join a defined contribution ‘money purchase’ scheme. The charity’s contribution is restricted to the contributions disclosed in note 9. There were £277 outstanding contributions at the year end (2022: £88).

2 Legal status of the charity

The charity is an unincorporated charity, registered as a charity in England & Wales on 30/07/1992. The registered office address is disclosed on page 1.

3 Income from donations and legacies

Current reporting period
Donations
Manchester Crematorium
Total
Previous reporting period
Donations
Manchester Crematorium
Total		 Unrestricted
£
10,934
4,000
14,934
Unrestricted
£
11,755
3,500
15,255		 Restricted
£
-
-
Restricted
£
-
-
-		 Total 2023
£
10,934
4,000
14,934
Total 2022
£
11,755
3,500
15,255

13

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

4 Income from charitable activities

Current reporting period
Grants
Wellbeing
Older People's Neighbourhood Support
Greater Manchester Mental Health
Fees and other income
Fees
Contributions
Total
Previous reporting period
Grants
Wellbeing
Older People's Neighbourhood Support
Top Up Grant
Covid Impact Fund
Micro-grant
Greater Manchester Mental Health
Fees and other income
Fees
Contributions
Total
Barlow Moor Community Centre
Manchester City Council
Manchester City Council
Big Lottery/Awards for All
Big Lottery
Didsbury Good Neighbours		 Unrestricted
£
50,000
-
-
-
50,000
19,742
2,328
22,070
72,070
Unrestricted
£
50,000
-
-
-
-
-
1,984
-
-
51,984
9,226
1,398
10,624
62,608		 Restricted
£
-
1,250
9,985
9,400
20,635
-
-
-
20,635
Restricted
£
-
2,500
4,850
3,968
2,000
3,357
-
6,800
300
23,775
-
-
-
23,775		 Total 2023
£
50,000
1,250
9,985
9,400
70,635
19,742
2,328
22,070
92,705
Total 2022
£
50,000
2,500
4,850
3,968
2,000
3,357
1,984
6,800
300
75,759
9,226
1,398
10,624
86,383

14

5 Investment income

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

Current reporting period
Income from bank deposits
Dividends received
Rent - investment property
Previous reporting period
Dividends received
Rent - investment property		 Unrestricted
£
61
5,807
7,819
13,687
Unrestricted
£
5,373
8,101
13,474		 Restricted
£
-
-
-
-
Restricted
£
-
-
-		 Total 2023
£
61
5,807
7,819
13,687
Total 2022
£
5,373
8,101
13,474

15

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

6 Analysis of expenditure on charitable activities

Staff costs
Training
Office Costs
Catering
Project Costs
Outings
Governance costs (see note 7)
Restricted expenditure
Unrestricted expenditure
7
Analysis of governance and support costs
Current reporting period
Basis of
apportionment
Accountancy services
Governance
Legal and professional
Governance
Previous reporting period
Basis of
apportionment
Accountancy services
Governance
Legal and professional
Governance		 Total 2023
£
65,850
3,896
17,707
4,221
24,114
2,942
3,944
122,674
2023
£
24,994
97,680
122,674
Governance
£
1,320
2,624
3,944
Governance
£
1,220
2,568
3,788		 Total 2022
£
62,469
1,415
19,052
35
15,765
-
3,788
102,524
2022
£
25,253
77,271
102,524
Total 2023
£
1,320
2,624
3,944
Total 2022
£
1,220
2,568
3,788

16

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

8 Net income/(expenditure) for the year

This is stated after charging/(crediting):
Operating lease rentals:
Property
Independent examiner's fees (net of VAT)
Accountancy fees
Independent examination
Bookkeeping fees
Payroll bureau
Staff costs
Staff costs during the year were as follows:
Wages and salaries
Social security costs
Pension costs		 2023
£
-
870
230
904
356
2023
£
64,731
-
1,119
65,850		 2022
£
2,500
807
210
904
385
2022
£
61,574
-
895
62,469

9 Staff costs

No employees has employee benefits in excess of £60,000 (2022: Nil).

The average number of staff employed during the period was 4 (2022: 4).

The key management personnel of the charity comprise the trustees and the Co-ordinator. The total employee benefits of the key management personnel of the charity were £41,256 (2022: £34,282).

10 Trustee remuneration and expenses, and related party transactions

Neither the trustees nor any persons connected with them received any remuneration during the year (2022: Nil).

One trustee (2022: None) received travel and subsistence / reimbursed expenses during the year of £62 (2022: Nil).

There are no donations from related parties which are outside the normal course of business and no restricted donations from related parties.

No trustee or other person related to the charity had any personal interest in any contract or transaction entered into by the charity, including guarantees, during the year (2022: nil).

17

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

11 Government grants

The government grants recognised in the accounts were as follows:

Manchester City Council
Wellbeing
Top Up Grant
Micro Grant
Older People's Neighbourhood Support
Covid Impact Fund
Greater Manchester Mental Health		 2023
£
50,000
-
-
1,250
-
9,400
60,650		 2022
£
50,000
4,850
2,000
2,500
3,968
6,800
70,118

£1,902 (all restricted funds carried forward) relate to the unspent grant at the year end (see note 17). Conditions attached are to complete the project, which we expect to do in the forthcoming financial years.

12 Corporation tax

The charity is exempt from tax on income and gains falling within Chapter 3 of Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects. No tax charges have arisen in the charity.

13 Fixed assets investments

Add: additions to investments at cost
Add net gain/(loss) on revaluation
Investments at fair value comprised:
Investment Property
COIF Charities Investment Fund
Market value at the end of the year
Market value at the start of the year		 2023
£
370,839
50,000
21,196
442,035
205,000
237,035
442,035		 2022
£
355,333
-
15,506
370,839
176,459
194,380
370,839

The charity held an investment property and Income Units in the COIF Charities Investment Fund. The property held by the charity is to earn rentals and for capital appreciation. The valuation of the investment property is measured at fair value. The Income Units are carried at fair value.

18

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

14 Debtors

14
Debtors
Prepayments and accrued income
15
Cash at bank and in hand
Cash at bank and on hand		 2023
£
2,605
2,605
2023
£
51,756
51,756		 2022
£
2,223
2,223
2022
£
100,789
100,789

16 Creditors: amounts falling due within one year

Other creditors and accruals 2023
£
4,551
4,551		 2022
£
1,854
1,854

19

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

17 Analysis of movements in restricted funds

Total
Current reporting
period
MCC Top Up
Grant
Greater
Manchester
Mental Health
MCC Micro-grant
Older People's
Neighbourhood
Support
Big
Lottery/Awards
for All		 Balance at
1 April
2022
£
2,065
845
1,423
2,517
-
6,850
 Income
£
1,250
-
-
9,985
9,400
20,635		 Expenditure
£
(2,115)
(845)
(1,423)
(11,211)
(9,400)
(24,994)		 Transfers
£
-
-
-
-
-
-		 Balance at
31 March
2023
£
1,200
-
-
1,291
-
2,491

20

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

Total
Barlow Moor
Community
Centre
Awards For All
Older People's
Neighbourhood
Support
Name of
restricted fund
MCC Top Up
MCC Covid
Impact Fund
MCC Micro-grant
Big Lottery
Greater
Manchester
Mental Health
Previous
reporting period
South
Manchester
Neighbourhood
Grant		 Balance at
1 April
2021
Income
Expenditure
Transfers
£
£
£
£
4,322
-
(4,322)
-
2,436
-
(2,436)
-
1,570
2,500
(2,005)
-
-
4,850
(4,005)
-
3,968
(3,968)
-
-
2,000
(577)
-
3,357
(840)
-
-
6,800
(6,800)
-
-
300
(300)
-
8,328
23,775
(25,253)
-
Description, nature and purposes of the fund		 Balance at
31 March
2022
£
-
-
2,065
845
-
1,423
2,517
-
-
6,850

Older People's Neighbourhood Support - Partnership working with St. Clement’s church MCC Top Up Grant - to enhance and develop current activities post Covid-19 MCC Micro-grant - to sustain The Digital Inclusion and outreach work Big Lottery/Awards for All - The Positive Living project

Greater Manchester Mental Health - Exercise classes

South Manchester Neighbourhood Grant - to address operational issues, including Covid-19 Awards For All - The Positive Living project

MCC Covid Impact Fund - to develop an initial Digital Inclusion project and fund small group activities

Barlow Moor Community Centre -promote the flu vaccine

21

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

18 Analysis of movement in unrestricted funds

Current reporting period

General fund
Previous reporting period
General fund		 Balance at
1 April 2022
£
465,147
465,147
Balance at
1 April 2021
£
435,575
435,575		 Income
£
100,691
100,691
Income
£
91,337
91,337		 Expenditure
£
(97,680)
(97,680)
Expenditure
£
(77,271)
(77,271)		 Investment
gains/
(losses)
21,196
21,196
Investment
gains/
(losses)
15,506
15,506		 Transfers
£
-
-
Transfers
£
-
-		 As at 31
March 2023
£
489,354
489,354
As at 31
March 2022
£
465,147
465,147

Name of unrestricted fund

Description, nature and purposes of the fund

General fund

The free reserves after allowing for all designated funds

22

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

19 Analysis of net assets between funds

Current Reporting Period
Fixed asset investments
Other net current assets/(liabilities)
Total
Previous Reporting Period
Fixed asset investments
Other net current assets/(liabilities)
Total		 General
fund
£
442,035
47,319
489,354
General
fund
£
370,839
94,308
465,147		 Designated
funds
£
-
-
-
Designated
funds
£
-
-
-		 Restricted
funds
£
-
2,491
2,491
Restricted
funds
£
-
6,850
6,850		 Total
£
442,035
49,810
491,845
Total
£
370,839
101,158
471,997

23

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2023 (continued)

20 Reconciliation of net movement in funds to net cash flow from operating activities

Net income/(expenditure) for the year
Adjustments for:
(Gains)/losses on investments
Dividends, interest and rents from investments
Decrease/(increase) in debtors
Increase/(decrease) in creditors
Net cash provided by/(used in) operating		 2023
£
19,848
(21,196)
(13,687)
(382)
2,697
(12,720)		 2022
£
28,094
(15,506)
(13,474)
1,101
(1,414)
(1,199)

24

Chorlton Good Neighbours

Statement of Financial Activities for the year ended 31 March 2022

Unrestricted
funds
Note
£
Income from:
Donations and legacies
3
15,255
Charitable activities:
4
Support services
62,608
Investments
5
13,474
Total income
91,337
Expenditure on:
Charitable activities:
6
Support services
77,271
Total expenditure
77,271
14,066
15,506
8
29,572
Net movement in funds for the year
29,572
Reconciliation of funds
Total funds brought forward
435,575
Total funds carried forward
465,147
Realised gains/(losses) on investments
Net income/(expenditure) before
net gains/(losses) on
investments
Net income/(expenditure) for the
year		 Restricted
funds
£
-
23,775
-
23,775
25,253
25,253
(1,478)
-
(1,478)
(1,478)
8,328
6,850		 Total funds
2022
£
15,255
86,383
13,474
115,112
102,524
102,524
12,588
15,506
28,094
28,094
443,903
471,997		 Total funds
2021
£
16,038
57,340
13,192
86,570
88,026
88,026
(1,456)
30,678
29,222
29,222
414,681
443,903

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

25

 



Management Committee 2022-23

CHAIR Rev Ken Stokes

SECRETARY Kate Grand TREASURER Michael Schaefer

Others

Christine Bentley (resigned Nov 2022)

Andrew Dawson

Angela Downing

Dennis Haughton

Rev Jenny King

Bernard Leach

Philip Lloyd

Mary O Mahoney

Kay Roberts

Andrew Scriven

Allison Sheard

Chorlton Good Neighbours Vision

CGN

ethnicity, gender, sexuality, or disability can have a meaningful, enjoyable, and valued older age.

Chair's comments .... Rev Ken Stokes When I was a child ry mother and father told me that I better pass the 11 plus exam to go to Grammar School or there would not be another chance for me to be a success in life. Todayour societydoes not choose to decide a child's future on the basis of a child's academic ability at age 11. Instead. lifelong learning is seen as essential for anyone who wants to build a successful career. It is also something that has always been part of the ethos of Chorlton Good Neighbours and very much encourdged by our amazing organiser, Helen. 11 There are a few reasons for this. Research suggeststhat a commitment to continued learning may protect our brain's function as we age. A recognition of this truth has led Good Neighbours to offer intellectually stirnulatr" ng acttvittes like our history talks. Yet perhapsjustas importantly we have encouraged our users to learn new skills and ideas in the belief that learning is fun and enriches our lives. We believe this is true whether that is the learning that takes place in our drdma group, our exercise classes or listening to speakers at ourThursday Coffee Morning. No matter what our age we can always learn and so become a better version of ourselves. Thisapplies to Good Neighbours as an organisation too. Over the last few months. the Good Neighbours committee has been reviewing our policies and looking at how we shape ourselves to be more aw47re of and ￿Spond in the best way to those who we care for. We want to focus particularlyon those who might be in some sense be excluded, vulnerable or at risk. So, during the next year we will be rolling out more training for our wonderful staff, volunteers, users and the CGN committee so thatwe are even better equipped to meet the challenges we face. As with anything we do, I think I can promise that this training will be challenging, stimulating and hopefullyi a lot of the time, quite simplyfun. Treasurer's report.... Michael Schaefer The financial year 2022123 saw CGN'S activities return back to normal and with it came an increase in revenues for all the activities we put on, because more of you could attend and participate. That is the good news. However, despite this, we ended up with a small operational defi'cit, which is mainly due to increasing costs. Thankfully our investments also increased in value and that means that we finished the year overall in a positive fi'nancial position. The best and most important news we received this year was the decision of Manchester City Council to continue funding Chorlton Good Neighbours for the next two years and even increase their contribution. You may remember that the funding from MCC runs in 2->year Lycles and all beneficiaries have to reapply before the end of every cycle. We are very happy and grateful that the council agrees that CGN brings great value to our local community and to you. Othercontributors we would liketothank are Manchester PublicHealth &Wellbeing, the Community Lottery fund and local businesses such as Morrisons and Manchester Crematorium We are also grateful to all of you who donated, orgift aided. We understand that the on%oing cost of living crisis makes it harder to do so and this probably explains the fact that donations from individuals reduced significantly. But every donation, however big or small, helps CGN to be there for you in years to come and vour continued support is therefore greatly appreciated. Thank you and stsy safe!

Co Ordinator's Report ... Helen Hibberd I sometimes get inquiries from people living outside of Manchester (or even in certain other parts of the city) asking for support, and what it makes me realise is how fortunate we are to live in a part of the city that has a group like ours. People often end the call with '1 wish we had something like Good Neighbours in our area,, and that should encourage us all to continue investing and valuingthe charity, so it can be here for many years to come. Our future relies on making sound financial decisions, Strategic planning, recruiting the right staff and volunteers, and ensuring older members needs and interests are central to our development. Looking back at the past year, and acknowledging we were still in the shadow of the pandemic, it was clear certain attivities were taking a time to resume usual levels of participation; in particular, the more 'social' type attivities- coffee mornings, Sunday teas and day trips - which tend to attract those more isolated, and possibly frailer and older. Two years of lockdown, and reduced activity, meant many of our active former CGN members, had become accustomed to spending most of the time on their own, had lost some mobility and motivation, and therefore have not been able to rejoin us, despite plenty of encouragement. For some of those members our input has continued through l-l support, but this has also meant encouraging others to come and join us. This fortunately has been successful. New leaflets, word of mouth, use of social media, and re-connecting with our local network of colleagues, has seen our coffee mornings needing more tables and volunteers to help, and our latest coach trip had a waiting list, which is what we would normally expect. One of the most important consequences of our work is that by bringing people together, friendships and acquaintances develop outside of the activities; we have facilitated a space for natural friendships to grow. For example, we know the ladies from the Coffee shop meetings telephone each other during the week, the chaps from snooker go off to other events at weekends, and members who have met at Thursday coffee morning go on holiday

together- this is the marvellous by produtt of CGN'S existence -residents benefi'tting from those close individual friendshi ps, as well as the larger circle of acquaintances they meet at group funttions. Most of our small group activities- Art & Craft, Melodics, Drama, Gardening, The Tuesday group (for parents and babies), Positive Living and Tuesday snooker- have had consistent participation, and this ha5 helped forged a closeness amongst attendees and the volunteers taking part, and shared enjoyment of the sessions. wr IVL JE We always welcome more people to come and join in, or even come and observe a session to see if it is for you, so please spread the word! We continued running the History talksvia zoom for most of the year but have since reverted to in person meetings, which people appreciate. The Digital Drop in is still proving very valuable for those who access it, and we thank 3 volunteers- Bernard, Steven, and Stephen - for running that since paid worker Aidan moved abroad. The need to support people to feel confident using all forms of technology and increase digital inclusion, is on everyone's agenda, and CGN has helped over 70 people this past year with their concerns around setting passwords, ordering online, logging into Wi-Fi, deleting WhatsApp messages and the best mobile or tablet to buy.

The Tuesday Group continues to run as a joint project with WSN church, and its team of brilliant volunteers have ensured that parents facing certain challenges are well supported in a safe meeting space. The office has been as busy as ever with requests for numbers of reliable tradespeople and general information, and it could not run as well as it does without the regular 5UPPOrt of volunteers Diana, Hilary, Virginia, and Peter. SO many thanks to them. Renovations to the old office over the past year has meant us continuing to operate out of the church vestry and the gardening club meeting indoors to work on tapestries for outside. The latter group have now resumed the Fridays in the garden and of course have had the task of regenerating it back to its former glory! I mentioned earlier about recruiting new staff and volunteers, and this has not been easy. Nationally, recruitment in certain sectors has been challenging and we are part of that trend. Fortunately, we have now got two new paid staff, Christina Hanley, our new visiting support worker, and Frankie Astley just recently joined us as our Activities Assistant. Thanks also go to Phil Barrett, the older men's worker, who retired in March 2023 after 6 and half years with us. Again, recruitment for that post felt challenging, but it's incredible how 'the right people come along at the right time, and an offer from retired Social Worker Jon Clinton, to take on the visits in a voluntary capacity has proved really successful. Together with experienced community worker Moira Bowater they are a brilliant team, and we thank them all for their support and kindness to the older members. In terms of volunteers, a Community Life Survey, carried out by NCVO, found that after the pandemic the proportion of the UK population who were volunteering was down from 23Yo to 16Yo' that is, volunteer participation had not fully recovered. Our figures reflect that finding, with less people having offered to volunteer with CGN this past year. That said, CGN retains its solid core of volunteers, including 15 new ones and some young people carrying out their Duke of Edinburgh Awards scheme or building volunteer hours to supporttheir university applications. All are committed to supporting achvities, helping in the office, and giving one to one support through befriending and regular driving, and of course taking on responsibilities as Trustees. We give our grateful thanks to all of them- they are the backbone of the organi5ation, and pivotal to its operation and success. We lost the services of 15 volunteers this past year, most having either moved away or finding they now have too many commitments.

 

CGN has continued to cement its connections across the wards, whilst recognising a few pre pandemic relationships have disappeared or altered. For example, older residents do miss the monthly hearing aid drop in, that was originally facilitated by Hear to Help / Withington audiology. Residents now have to visit Withington hospital for any tu￿￿ cleaning or aid concerns. Luckily though CGN can still distribute hearing aid batteries which is a much-needed service. We really value community colleagues such as nurse Eileen who visits once per fortnight at Thursday coffee mornings, taking blood pressures and dealing with concerns, our PCSO'S, housing scheme managers, the Falls team, Focussed care prattitioners, GP practice staff and our local Councillors. All these people support us to understand how the community works, and how we might access ts'mely support for older residents struggling with declining health or general concerns. Links with other local voluntary and community groups has enabled us to invite speakers to coffee mornings (e.g., Groundwork, Care & Repair, U3A, Cycling without Age) as well as send out regular emails and newsletters with lots of local and city- wide information to 350 regular members and volunteers. CGN has also enjoyed and valued being part of community events such as the Chorlton Book Festival, when the Drama group performed, the Chorlton Arts festival (Art exhibition and another drama performance), having stalls at the Great Chorlton Get together and Kingsbrook Rd Fun day, and building gingerbread houses at Brookburn Primary's senior citizens Christmas party. Ilo ghbours eprovldesupport. acllYiNes and IfxrnullonlorloEololder CGN has continued to work with the local Age Friendly Whalley Range and Chorlton Board, keeping the spotlight on older residents needs and AF practices, as well as benefit from a strong partnership with Didsbury Good Neighbours and Withington Assist, securing a Lottery grant for our respective Positive Living groups. MCR Active now fund our 3 weekly on site exercise sessions, as well as the 2 zoom classes, and they seem keen to develop a closer working relationship with us. Going forward it is apparent that more and more groups are chasing the same pots of money so having a diverse funding base is critical. Relying solely on grant funding is not an option, especially if we wish to keep developing our services. We know members and volunteers support us when they can with generous donations and gifts in kind, and this is especially appreciated when we acknowledge the current cost of living crisis. We have also been very grateful for the financial support from Manchester Crematorium, the Carlton

–    

72 local residents supported at Thursday Digitsl Drop In 10- 11.30am 2.(KIO balls potted over the past year atTuesday snooker session 1-3pm ceived regular I support rough riending. and lephone calls 25 3,(XM) cups irfcoffee ser4Ed Thursday Coffee mornings 10- IL15am over the past year volunteer drivers have helped out 47 members getttng creatlve through joining the Art & Craft. Drama and Melodics singing sessions. 30% of older members joined in with more than one activity. vities on a regular basis 50 % of members keeplng mentally and physically active through Exercise classes. Positive ￿VIng Group. History talks and Gardening Group Day trips with 50 seater coach to . Lytham St Anns Oswaldtwistle Mill Devonshire Arms, Mellor Hangirg Gate Pub, Chapel en le Frith

Member Bill says'joining CGN and comingto the coffee morning and gardening group makes me feel part of the community; I bump into other CGN members at the bus stop, say hello and it makes us all feel better" Volunteer Driver David reflects 'Wolunteering is really good for my mental health as it makes me feel valued Member Betty says'it's been my salvation I It's an excellent caring, brilliant service. Very helpful and understanding. l enjoy the weekly coffee mornings and exercise classes for the company P :.'*J.' and laughs. l Love attending the trips and events that are organised. Can't wait for Fridays as I look forward to the chats and laughs with visitor Moira. I thank God every day for Chorlton Good Neighbours" Community worker Moira writes" l am now in my 8th year as a support worker at CGN. Over the years I have built up trusting and caring relationships with all the clients I have been involved with. I feel that they look forward to my visits and feel able to share any worries and concerns they have. I consider my role a privilege and have met some of the most resilient and inspirational people ever. Member Beryl reflects "it is useful to get together with a crowd of your peers in the local area, especially if you don't have much contact with family or old friends" Volunteer Arthur says "it gives me something to look forward to; I come and do my bit and appreciate the feedback from people. Chorlton Good Neighbours enables people to be socially inclusive, build friendships and access community support"

Chorlton Good Neighbours

Statement of Financial Activities for the year ended 31 March 2023

Income from:
Donations and legacies
Charitable activities:
Support services
Investments
Total income
Expenditure on:
Charitable activities:
Support services
Total expenditure
Net movement in funds for the year
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Realised gains/(losses) on investments
Net income/(expenditure) before
net gains/(losses) on
investments
Net income/(expenditure) for the
year		 Unrestricted
funds
£
14,934
72,070
13,687
100,691
97,680
97,680
3,011
21,196
24,207
24,207
465,147
489,354		 Restricted
funds
£
-
20,635
-
20,635
24,994
24,994
(4,359)
-
(4,359)
(4,359)
6,850
2,491		 Total funds
2023
£
14,934
92,705
13,687
121,326
122,674
122,674
(1,348)
21,196
19,848
19,848
471,997
491,845		 Total funds
2022
£
15,255
86,383
13,474
115,112
102,524
102,524
12,588
15,506
28,094
28,094
443,903
471,997

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

Chorlton Good Neighbours

Balance Sheet

as at 31 March 2023

Fixed assets
Investments
Total fixed assets
Current assets
Debtors
Cash at bank and in hand
Total current assets
Liabilities
Creditors: amounts falling
due in less than one year
Net current assets
Total assets less current liabilities
Net assets
Funds of the charity:
Restricted income funds
Unrestricted income funds
Total charity funds		 £
£
442,035
442,035
2,605
51,756
54,361
(4,551)
49,810
491,845
491,845
2,491
489,354
491,845
2023		 £
£
370,839
370,839
2,223
100,789
103,012
(1,854)
101,158
471,997
471,997
6,850
465,147
471,997
2022		 £
£
370,839
370,839
2,223
100,789
103,012
(1,854)
101,158
471,997
471,997
6,850
465,147
471,997
2022
370,839
101,158
471,997
471,997
6,850
465,147
471,997

Approved by the trustees on 21/09/2023 and signed on their behalf by:

Michael Schaefer (Treasurer)

 

 

  

  

 