2024-03-31-accounts

Charity Number 1013285

Chorlton Good Neighbours

Report and financial statements For the year ended 31st March 2024

Chorlton Good Neighbours

Reference and administrative information

for the year ended 31st March 2024

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 Kay Roberts Andrew Scriven Allision Sheard

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 2024

The trustees present their report and the unaudited financial statements for the year ended 31st March 2024.

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 2024 which follows note 21 to the accounts.

Financial review

Please see the Annual report 2024 which follows note 21 to the accounts.

Reserves policy

The total reserves of the charity at the year-end were £515,146 comprising restricted funds of £3,506 and unrestricted funds of £511,640. 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 2024

Plans for the future

Please see the Annual report 2024 which follows note 21 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 2024

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:

• Select suitable accounting policies and then apply them consistently

• Observe the methods and principles in the Charities SORP

• Make judgements and estimates that are reasonable and prudent

• State whether applicable UK Accounting Standards and statements of recommended practice have been followed, subject to any material departures disclosed and explained in the financial statements

• Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation

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 19[th] September 2024 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 2024 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

28[th] January 2025

5

Chorlton Good Neighbours Statement of Financial Activities for the year ended 31 March 2024 Unrestricted funds Restricted funds Total funds 2024 Total funds 2023 Note Income from: Donations and legacies 17,819 17,819 14,934 Charitable activities: Support services 78,571 14,780 93,351 92, 705 Investments 12,657 12,657 13,687 Total income 109,047 14,780 123,827 121,326 Expenditure on: Charitable activities: Support services 105,923 16,375 122,298 122,674 Total expenditure 105,923 16,375 122,298 122,674 Net income/{expenditure) before net gains/(losses) on investments 3,124 (1,595) 1,529 (1,348) Realised gains/(losses) on investments 21,772 21,772 21,196 Net income/{expenditure) for the year 24,896 (1,595) 23,301 19,848 Net movement in funds for the year 22,286 1,015 23,301 19,848 Reconciliation of funds Total funds brought forward 489,354 2,491 491,845 471,997 Total funds carried forward 511,640 3,506 515,146 491,845 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.

Chorlton Good Neighbours Balance Sheet as at 31 March 2024 Note 2024 2023 Fixed assets Investments 13 463,807 442,035 Total fixed assets 463,807 442,035 Current assets Debtors Cash at bank and in hand 14 3,201 54,362 2,605 51,756 15 Total current assets 57,563 54,361 Liabilities Creditors: amounts falling due in less than one year 16 (6,224) (4,551) Net current assets 51,339 49,810 Total assets less current liabilities 515,146 491,845 Net assets 515,146 491,845 Funds of the charity: Restricted income funds Unrestricted income funds 17 3,506 511,640 2,491 489,354 18 Total charity funds 515,146 491,845 The notes on pages 9 to 25 form part of these accounts. Approved by the trustees on 19/09/2024 and signed on their behalf by: Michael Schaefer (Treasurer)

Chorlton Good Neighbours Statement of Cash Flows for the year ending 31 March 2024 Note 2024 2023 Cash provided by/(used in) operating activities 20 (10,051) (12,720) Cash flows from investing activities.. Dividends, interest, and rents from investments Purchase of investments 12,657 13,687 (50,000) Cash provided by/(used in) investing activities 12,657 (36,313) Increase/(decrease) in cash and cash equivalents in the year 2,606 (49, 033) Cash and cash equivalents at the beginning of the year 51,756 100,789 Cash and cash equivalents at the end of the year 54,362 51,756

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 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 p￿parIng 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 (Account5 and Reports) Regulation5 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 l April 2005 which has since been withdrawn. Chorlton Good Neighbours meets the definition of a public benefit entity under FRSIO2. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note. b Preparatlon of the accounts on a golng concern basls 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.

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 (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 legacyR 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 recogni5ed; 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 recelvable Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this 15 normally upon notification of the interest paid or payable by the Bank. io

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 (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.. Expenditure on charitable activities includes the costs undertaken to further the purposes of the charity and their associated support costs. 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. li

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 (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 gai ns and losses a rising on revaluation and d isposals 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 nvestment 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. I 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 i n5truments. Basic financial instruments are i nitially recognised at tra nsaction 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 2024 (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 £279 outstanding contributions at the year end (2023: £277). Legal status of the charity The charity is an unincorporated charityi registered as a charity in England & Wales on 3010711992. The registered office address is disclosed on page l. Income from donations and legacies Current reporting period Unrestricted Restricted Total 2024 Donations Fundraising 15,292 2,527 15,292 2,527 Total 17,819 17,819 Prevlous reportlng perlod Unrestricted Restricted Total 2023 Donations Manchester Crematorlum 10,934 4, 000 10,934 4,000 Total 14,934 14,934 13

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 (continued) Income from charitable activities Current reporting period Unrestricted Restricted Total 2024 Grants Manchester City Council Wellbei ng Big Lottery/Awards for AIIIAssist Partnership MCR Active Forever Manchester 56,000 56,000 4,980 4,980 9,800 9,800 loo loo 56,100 14,780 70,880 Fees and other income Fees Contributions 20,328 2,143 20,328 2,143 22,471 22,471 Total 78,571 14,780 93,351 Previous reporting period Unrestricted Restricted Total 2023 Grants Manchester City Council Wellbeinq Older People's Neiqhbourhood Support Big Lottery/Awards for All Greater Manchester Mental Health 50, 000 50,000 1,250 9, 985 9,400 1,250 9, 985 9,400 50, 000 20,635 70,635 Fees and other income Fees Contributions 19,742 2,328 19,742 2,328 22,070 22,070 Total 72,070 20,635 92, 705 14

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 (continued) Investment income Current reporting period Unrestricted Restricted Total 2024 Income from bank deposits Dividends received Rent - investment property 261 6,927 5,469 261 6,927 5,469 12,657 12,657 Previous reporting period Unrestricted Restricted Total 2023 Income fmm bank deposits Dividends received Rent - investment pmperty 61 5,807 7,819 61 5,807 7,819 13,687 13,687 15

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 (continued) Analysis of expenditure on charitable activities Total 2024 Total 2023 Staff costs Training Office Costs Catering Project Costs Outings Governance costs (see note 7) 64,331 4,551 14,806 3,101 25,982 5,330 4,197 65,850 3,896 17,707 4,221 24,114 2, 942 3, 944 122,298 122,674 2024 2023 Restricted expenditure Unrestricted expenditure 16,375 105,923 24,994 97,680 122,298 122,674 Analysis of governance and support costs Current reporting period Basis of apportionment Governance Total 2024 Accountancy services Legal a nd professional Governance Governance 1,320 2,877 1,320 2,877 4,197 4,197 Previous reporting period Basis of apportionment Governance Total 2023 Accountancy services Legal and pmfessional Governance Governance 1,320 2, 624 1,320 2,624 3, 944 3, 944 16

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 (continued) Net income/(expenditure) for the year This is stated after charging/(crediti ng).. 2024 2023 Independent examiner's fees (net of VAT) Accountancy fees Independent examination Bookkeeping fees Payroll bureau 870 230 904 317 870 230 904 356 Staff costs Staff costs during the year were as follows: 2024 2023 Wages and salaries Social security costs Pension costs 63,244 64, 731 1,087 1,119 64,331 65,850 No employees have employee benefits in excess of £60,000 (2023.. Nil). The average number of staff employed during the period was 3 (2023: 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 £46,875 (2023: £41,256). 10 Trustee remuneration and expenses, and related party transactions Neither the trustees nor any persons connected with them received any remuneration during the year (2023.. Nil). No trustee (2023.. one) received travel and subsistence / reimbursed expenses in carrying out their dutie5 during the year (2023: £62). There are no donations from related parties which are outside the normal course of business and no restricted donation5 from related partie5. No trustee or other person related to the charity had any personal interest in any contract or transaction entered into by the charityi including guarantees, during the year (2023: nil). 17

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 (continued) 11 Government grants The government grants recognised in the accounts were as follows.. 2024 2023 Manchester City Council Wellbeinq Older People's Neighbourhood Support Greater Manchester Mental Health 56,000 50,000 1,250 9,400 56,000 60,650 There were no unfulfilled conditions and contingencies attaching to the grants. 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 Gain5 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 2024 2023 Market value at the start of the year Add: additions to investments at cost Add net gain/( loss) on reval uation 442,035 370,839 50,000 21,196 21,772 Market value at the end of the year 463,807 442, 035 Investments at fair value comprised: Investment Property COIF Charities Investment Fund 205,000 258,807 205,000 237, 035 463,807 442, 035 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 2024 (continued) 14 Debtors 2024 2023 Prepayments and accrued income 3,201 2,605 3,201 2,605 15 Cash at bank and in hand 2024 2023 Cash at bank and on hand 54,362 51, 756 54,362 51,756 16 Creditors: amounts falling due within one year 2024 2023 Other creditors and accruals 6,224 4,551 6,224 4, 551 19

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 (continued) 17 Analysis of movements in restricted funds Current reporting period Balance at l April 2023 Balance at 31 March 2024 Income Expenditure Transfers Older People's Neighbourhood Support Big Lottery /Awards for AII/Assist Partnership 1,200 (1,200) 1,291 4,980 (2,765) 3,506 MCR Active exercise classes equipment 9,400 400 (12,010) (400) 2,610 Total 2,491 14,780 (16,375) 2,610 3,506 20

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 (continued) Previous reporting period Balance at l April 2022 Balance at 31 March 2023 Income Expenditure Transfers Older People s Neighbourhood Support MCC Top Up Grant MCC Micm-grant Big Lottery/Awards for All 2,065 1,250 (2,115) 1,200 845 1,423 (845) (1,423) 2,517 9, 985 (11,211) 1,291 Greater Manchester Mental Health 9,400 (9,400) Total 6,850 20,635 (24, 994) 2,491 Name of restricted fund Description, nature and purposes of the fund Older People's Neighbourhood Support - Partnership working with St. Clement's church Big Lottery/Awards for AII/Assist Partnership The Positive Living project MCR Active - Exercise classes and equipment MCC Top Up Grant - to enhance and develop current activities post Covid-19 MCC Micro-grant - to sustain The Digital Inclusion and outreach work Greater Manchester Mental Health - Exercise classes 21

Chorlton Good Neighbours

Notes to the accounts for the year ended 31 March 2024 (continued)

18 Analysis of movement in unrestricted funds

Current reporting period

General fund Previous reporting period General fund	Balance at 1 April 2023 £ 489,354 489,354 Balance at 1 April 2022 £ 465,147 465,147	Income £ 109,047 109,047 Income £ 100,691 100,691	Expenditure £ (105,923) (105,923) Expenditure £ (97,680) (97,680)	Investment gains/ (losses) 21,772 21,772 Investment gains/ (losses) 21,196 21,196	Transfers £ (2,610) (2,610) Transfers £ - -	As at 31 March 2024 £ 511,640 511,640 As at 31 March 2023 £ 489,354 489,354

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 2024 (continued) 19 Analysis of net assets between funds Current Reporting Period General fund Designated funds Restricted funds Total Fixed asset investments Other net current assetsl(liabil ities) 463,807 47,833 463,807 51,339 3,506 Total 511,640 3,506 515,146 Previous Reporting Period General fund Designated funds Restricted funds Total Fixed asset investments Other net current assets/(liabilities) 442, 035 47,319 442,035 49,810 2,491 Total 489,354 2,491 491,845 23

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 (continued) 20 Reconciliation of net movement in funds to net cash flow from operating activities 2024 2023 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 23,301 19,848 (21,772) {12,657) (596) 1,673 (21,196) (13,687) (382) 2,697 Net cash provided by/(used in) operating (10,051) (12,720) 24

Chorlton Good Neighbours Notes to the accounts for the year ended 31 March 2024 (continued) 21 Prior year Statement of Financial Activities Unrestricted funds Restricted funds Total funds 2023 Total funds 2022 Note Income from: Donations and legacies 14,934 14,934 15,255 Charitable activities.. Support services 72,070 20,635 92,705 86,383 Investments 13,687 13,687 13,474 Total income 100,691 20,635 121,326 115,112 Expenditure on: Charitable activities.. Support services 97,680 24,994 122,674 102,524 Total expenditure 97,680 24,994 122,674 102,524 Net income/(expenditure) before net gains/(losses) on investments 3,011 (4,359) (1,348) 12,588 Realised gains/(losses) on investments 21,196 21,196 15,506 Net income/(expenditure) for the year 24,207 (4,359) 19,848 28,094 Net movement in funds for the year 24,207 (4,359) 19,848 28,094 Reconciliation of funds Total funds brought forward 465,147 6,850 471,997 443, 903 Total funds carrled forward 489.354 2,491 491.845 471,997 The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities. 25

18 Annual Report 2024

600d Trustees 23-24 Rev Ken Stokes Kate Grand Michael Schaefer Chair Secretary Treasurer Andrew Dawson Angela Downing RevJenny King Bernard leach Philip Lloyd Mary O Mahoney Kay Roberts Andrew Scriven Allison Sheard Chair Rev. Ken Stokes refLects.. ChorLton Good Neighbours has aLways been committed to reducing loneLiness and social isolation amongst older peopLe. It is at the very core of our purpose. It is the reason that the organisation was created more than 50 years ago. Yet at a time when people are struggling to see a GP and get hospitaL appointments, some might question why we are given a significant grant by the city council to do our work. The answer is that the work of Good Neighbours is vitaLLy important for the good heaLth and weLI-being of older people in Chorlton and beyond. When we reduce loneliness and isolation, we are doing something that really matters. New research suggests just how much. A recent massive meta-analysis of 90 scientific studies (Nature Human Behaviour June 2023) examined the Links between loneLiness, sociaL isoLation and early death among more than 2 million adults. People who experienced sociaL isoLation had a 320/0 higher risk of dying early from any cause compared with those who weren't socialLy isoLated. Participants who reported feeling Lonely were 14% more Likely to die early than those who did not. Social isolation and loneliness seriousLy damage our health and therefore reducing both is vital. So, the work of alL our incredibLe voLunteers, our staff and not Least our amazing co- ordinator Helen has never been more important and may be, quite literaLly, lifesaving. Treasurer Michael Schaefer reports...CGN ended this financiaL year very positively by returning a smalL profit. We are gratefuL to Manchester City Council, MCRActive and Community Lottery Fund for their continued support as weLL as to Manchester Crematorium and all our other donors, large and smaLL, for their contribution5 to our successful operations. A big Thank You to all of you who supported u5, It means a lot. Chorlton Good Neighbours Vision CGN'S vision is to create a neighbourhood where all oLder people, regardLess of ethnicity, gender, sexuality, or disability can have a meaningful, enjoyable, and valued older age.

Co-ordinator's Report... One of my strongest memories of this past year was the coach trip to OswaLdtwistLe MiLls Last Autumn. it was a gorgeous sunny day. we had a lovely meal, did plenty of browsing and shopping, and members even came home with a Christmas Tree and a rocking chairl What struck me was how really happy everyone seemed, and the voLunteers and I knew it was ajob well done (See video of Winnie and Irene talking about the trip at LXDgs OjDhk ) Our work is often this interesting mix of providing solutions to practical issues, organising activities and services, listening to people's challenges and worries, maybe offering advice and direction, but also having laughs and fun together. And we do this for and with each other. At the Lord Mayor's inauguration a few months ago, to which 5 of us from CGN were invited, the Minister stressed the importance of carers / caring and how alL of us at times need to be cared for and are vuLnerable, and at other times we can do the giving and looking after. That is so true here at CGN where we continue to'bLur the Lines, between membersl staff/voLu nteers, each playing our part, giving and receiving, so that it just all works. To back these up, surveys carried out with the older members this past year, suggest 75Yo say joining an activity this past year, suggest 75% say joining an activity Like a Sunday Tea or receiving l-l support heLps maintain good wellbeing and confidence. I ' When asked simiLar questions 100% voLunteers in focus groups, report that voLunteering has a positive impact on their weLlbeing- so it doesn't matter what Label we give ourseLves the outcome is the same! CGN is important for alL of us.

This past year has been as busy as usual, maintaining services and activities, and encouraging new people to come and join in. Initial engagement is often a chaLLenge, peopLe are naturaLLy reticent however much they want to try something new or know that they need to improve their social connections. offering a 'greeter', sitting them with friendly approachable people, asking what support wouLd heLp them engage is often the way forward. 40 new regular referrals have come along this past year often via family, friends, word of mouth or on the recommendation of our statutory colleagues. It goes without saying that we need to continue advertising the group through traditional means as welL as make better use of sociaL media and our website. Activities Thursday Coffee Mornings Singing Art & Craft Drama Gardening Club Exercise Classes Positive Living Group Monthly Sunday Teas Day Trips Snooker Digital Drop-in History Talks Tuesday Group Coffee Shop Meets Servlces Home Visits/Befriending Odd Jobs Telephone Support InformationlAdvice Since April 23 we have been working to 4 outcomes through our Supporting Community Funds agreement with Manchester City Council (OMVCS) Reducing sociaL isolation and LoneLiness Improving mental health and wellbeing and resilience Increasing knowledge around the 'green agenda, and reduction of our carbon footprint Ensuring access to quicker support for residents through closer working with coLleagues. Supporting members and volunteers to have access to specific information to support independent living Looking at these in more detail. This past year over 100 older members have received l-l support from 45 voLunteers and 3 community staff through home visits, telephone caLls, and support to get to shops, cafes, garden centres and hospitaLs' this has all been about spending time with others, offering a listening ear and Letting our older folk know that people do care about them. ALL our activities have an eLement of sociaLising, some more than others, as welL as facilitating better connections amongst peers. -1 really enjoy the conversation wlth my volunteer- we are well matched- -we laugh a lot. and this is really important to me"

Having a variety of activities offers oLder members and voLunteers an opportunity to hear others, perspectives on issues, have a chat about current news or past experiences, as weLI as have something to look forward to during the week. Thursday coffee mornings and monthLy Sunday teas are the highLight of the week for many, including volunteers, and the coach trips and big parties give us alL a chance to sit with different people, and hear their stories. The Tuesday Group for parents with babies and children under 4 years, has continued to run during term times. The group has offered a much-needed space to meet other parents, and make new friends, have a 20-minute coffee break without the children, and gain support and advice from older volunteers who understand the pressures of having young children. Thanks as always to the 8-10 voLunteers who commit to that and do a briLLiant job. Supporting members to maintain good mental and physical wellbeing has stayed high on our agenda. Many of the smaller group activities have a creative or intellectual focus e.g. Singing, Drama, Gardening club, Art & Craft, History taLks, whereas targeted sessions such as the weekly exercise cLasses and the Positive Living Group address aspects of welLbeing directLy. Going in small groups to songs and scones at the Bridgewater Hall, enjoying a coach journey out to the seaside or a country pub, or going aLong regularLy to the coffee shop meet ups or Tuesday snooker sessions - these all boost mood and confidence, through having some fun. In terms of the green agenda the charity has appointed voLunteer Zaza Donohue as its Lead, and is very grateful for her energy and practical ideas. We have relabeLled aLL onsite bins, carried out an office audit, and surveyed 94 members and volunteers aboutabout their thoughts on carbon reduction. We Learnt that CGN members: l. Have high rates of recycling (97OA) and are very concerned about sustainabLe Living 2. Try to conserve energy at home as much as possible by managing their heating LeveLs 3. 8090 walk on a regular basis or use public transport

Speakers from National Energy Action, and United UtiLities as well as a 4-week sustainability course run by Manchester AduLt Education at coffee mornings, ensured CGN has taken a proactive approach to supporting everyone to reduce their carbon footprint. A colleague from BIFFA said CGN was 'doing realLy weLI and more than other places he had been to,. He was especiaLLy impressed that we were collecting soft pLastics, and used batteries so aLI the subtLe messaging and reminders are working (see Zaza's video HmCGpkveMZM). Liaising with other colleagues and organisations is very much a part of our work. CGN does not work in isoLation. Our staff have continued to work cLoseLy with the FaLLs team, GP'S, families and supported housing managers, and this has ensured timely support for those oLder members who need some extra care. Local CounciLlors, PCSO'S, the heaLth deveLopment Co- ordinator, University and BBC researchers, Estate pLanning A local Focussed Care Practitioner wrote "I have worked with one of your voLunteers with 2 of our patients and he has been absolutely amazing. By working together, we have been able to provide our patients with a better Level of care" "It's always a pleasure to visit Chorlton Good Neighbours and to see first-hand how valuable its service is to residents across Chorlton, Chorlton Park and WhaLley Range. It connects people LocaLLy, but it also provides practical support to many residents. This wouLdn't happen without Helen's leadership and the team of dedicated volunteers" Mathew Benham, local Chorlton Councillor and many other agencies and individuals have aLL visited the group, this past year, usuaLLy at Thursday coffee mornings, when they are assured of a Large audience to get their message across; this vast array of information supporting members to remain independent and keep well informed. Being able to give feedback is important to everyone, and having invited speakers and researchers gives opportunities to Learn, as weLI express opinions and be heard. As we know oLder adults are often overLooked in this regard, hence our continued Liaison with the Local Age Friendly WhaLley Range ChorLton network. One of our volunteers, Bernard Leach, has recently been appointed to the Manchester Age FriendLy Board Network, and his Longstanding association with CGN wilL no doubt enable him to give usefuL insights about what older adults needs and ideas are. Members and voLunteers have been asked è for their opinions on the siting of Age Friendly benches in Chorlton, their thoughts on locaL urban pLanning and the precinct development, and the Art group worked with a historian researching art activities, based around Lowry or repeating patterns.

Raising the Profile Taking part in the ChorLton Arts festivaL enabLed the CGN Drama and Art & Craft groups to show off their work with many reporting feeLings of increased confidence and feeLing boosted. (see Volunteer Marguerite talk about the Art Exhibition at httpls lyoutube.com shorts UDOW vonvwo and member Diana about the Drama Group at httpaly i£L￿4). This also helped raise the charity's profiLe. Having a staLI at Chorlton's Get Together aLso enabLed . voLunteers to hand out leafLets and talk to residents about the group's work. VoLunteers at the DigitaL Drop have also been active in increasing our sociaL media postings. Governance This past year has very much focussed on reviewing certain policies, and recruitment of part time staff. Carrying out a Fire Risk Assessment and Fire drilLs for all activities has aLso been on our agenda, and thanks to Trustee Andy Scriven for his Lead on that. This past year we have seen a number of challenges: l. Recently we Lost the services of nurse Eileen at Thursday coffee mornings, whilst certain governance and monitoring procedures are put in place by her empLoyers. We reaLIy hope she WILL return as she played such an important role in heLping our older members get access to support quickly and reassure members about their bLood pressures. 2. Staff recruitment- across the sector coLLeagues are reporting chaLlenges finding staff with the right skilLs and commitment. Mike Taylor joined us back in ApriL 24 as the new Activity and Visiting worker and he is stilL with usl I 3.one of the big concerns for our oLder members is living in an increasingLy digitaL worLd, so we have encouraged them to make the most of our Digital Drop-in to get answers to any issues, no matter how smalL, to support their engagement with technology .So thanks to our Digital drop in voLunteers- Bernard, Mark, Stephen and Steve who have supported 205 residents this past year. We encourage people to come aLong as often as they need.

Areas to focus on going fonmard include: Strengthening the volunteer visiting team through more recruitment and training Continuing to raise the profile of CGN and support new peopLe at the time of initial engagement Explore running smaLLer Local trips out if larger coach trips become cost prohibitive Highlights Houghend Christmas Party with Warrens, glittery jacket being tried on by aLI ! Taking part in Factory International's opening Taking the Drama group to ChorLton High SchooL to perform their 'showcase' Celebrating June Davis's Iooth birthday and ceLebrating the Life of member Jenny Johnson who died 102 years, and LatterLy one of CGN'S founding members Enid Woods. So many members are now reachingtheir 90's and IOO'S. we Look forward to celebrating Hilda Mason's Iooth this December; it's a real privilege to see this and be with them, and share their stories, and Learn how they have approached Life. The constant satisfaction comes from seeing aLI the activities and services running weLL each week, and everyone happy to spend time together. Thank you everyone as always. Helen Hibberd MBE Co-ordinator

YCAI 111 •'

Many thanks to our brilliant volunteers IOOOA volunteers in a small focus group said CGN helped them to contribute to the local community Currently there 103 volunteers on the books, 10 having come off during the past year, including Enid woods who had been a trustee since CGN began and was such a loyal supporter of the group. We have had 31 inquiries about volunteering and taken on 14 of those, including a couple of much needed drivers and befrienders. Just under half the volunteer workforce has been involved in some form of l-l support of our older members carrying out home visits, telephone calls, and taking people to shops, cafes and out for walks. This is vital unseen work, and we are incredibly grateful to those volunteers willing to take this on, building those deeper relationships, offering emotional and practical support, and often being the only person who is like family to the older person. Special mention here to volunteer Jon Clinton who visited 12 older men each week and tells me 'He loves it,. Thanks also to our brilliant volunteer drivers who ensure some of our most isolated and less mobile members can come along. CGN has continued to encourage volunteers to make the most of our training sessions and these have included: Safeguarding, how to use a Defibrillator & perform CPR, exploring ,41. boundaries that frame our work, professional behaviours, non- judgemental working practices, and resilience and solution focused thinking. Council funders are also interested in how we support volunteers to develop, and this can be achieved through allowing initiative of people's organisational skills and talents, where it is safe to do so. For example, volunteers at coffee morning took 22 people across to the local pharmacy for a covid jab one morning, and driver David began taking 3 ladies out as a small group once per month for a meal or to a garden centre. Joining CGN has given me a different sense of purpose. It's really made me fully understand and appreciate the smaller things in life and the importance of helping and supporting the ageing community. Having CGN in my life has broadened my friendship circle it's given me such joy and happiness and knowing I can be there to put a smile on people's faces, to me that's priceless...... new volunteer Warren

A BIG thank you... ..to our marvellous community workers Moira Bowater and Christina Hanley for all their kindness and hard work, and to new worker Mike Taylor for making a good start. ..to the following organisations for their support.. Manchester City Council ((Supporting Communities fund) MCR Active Lottery Fund Southwest Manchester Cricket Club Manchester Crematorium Carlton Bingo Club Ivygreen Allotments Morrisons Chorlton Performing Arts School ..to Wilbraham St Ninians Church for allowing us to rent space and support our mission ..to all those volunteers who give time and specific skills to ensure everything runs smoothly: Hamish Mackay (Finance) Virginia Bazley (Monitoring data) Bernard Leach (website, videos and editing) Zaza Donohue (Green Lead) Peter Flynn, Hilary Wilson, Janice Clinning and Diana Cullen (office support) Anna Todd, Marguerite Koefman (Specific Activity support) ..to those volunteers willing to act as Trustees and take responsibility for governing the Charity ..to all members and volunteers who donate generously through giving gifts, handmade cards, raffle prizes, and f inancial donations and legacies. Special thanks this past year to Arthur for his fundraising efforts collecting small change in tinsl ..to our fantastic group facilitators and those volunteers who run the various activities: Peter Gibson (Drama) Debra Mccallion (Positive Living) Geraldine Wall (Gardening) Karen Tynan, Karen Oakes, Fenia Papoulia and Don O Connor ((exercise classes) Amanda Farrar (Art Group) Leah Cavanagh (Melodics Singing and Craft Group) David Balderstone (Snooker)

What difference does CGN make to people Sunvay tea volunteers Manuel and Paulsay.. Retired volunteer John reflects.. "CGN makes a very big difference to me. it's a brilliant organisation. A life saver where you can meet interesting people" 7h everybor￿e5 me learning INI yma happf and ¢6 Volunteering at Chorlton Good Neighbours is a great way to give something backto the communit Member Grace says." ..The Sunday teas are always very fun and lively events and it's great to chat to both the people who come along and the other volunteers. It's such a welcoming atmosphere for all" '1 really look forward to comingto Coffee morning on Thursdays" 'Positive Living Group Leader reflects.. on todoy Ne embermlke say "Havl on to CGN In anyway ings a powerful psychological ._ ssuran¢o pf. belonging and a sense of '1 ot his, It is literally many gst eople. am Ihtelligéni ctinvOtsation. It's Igvely to IIFUITVkn* .Knowing as we do that social connection is a key to Longevity and ageing well, then CGN is fundamental and successful in providing this to a vast range of very grateful older people" and member Pauline says.. "I have been comingforyears- CGN has been a life saver for me especially during lockdown. You are never alone- there's always help at the end of the telephone"

Total Number of People Supported This Past Year 2023-2024: 521 Ethnic Origin Asian British Indian Age Ward Under 65 65-74 75-89 90+ 69 Chorlton Chorlton Park Whalley Range Other Manchester Wards Non-manchester Unknown 152 Asia n British Pakistan i 99 131 Black British Af rican 198 66 Black British Caribbean 30 72 29 Middle Eastern Unknown 83 68 Other White 25 42 White- English / Welsh / Scottish / Northern Irish White Irish 356 23 Sex Female Male Don't identify with birth gender Miscellaneous Not Known 60 408 112 46% consider themselves as having a long-term health condition or disability. 21 clients, (14 who are 70+) also support CGN as volunteers. Volunteer Support This Past Year: 103 Sex Ward Chorlton Chorlton Park Whalley Range Ethnic Origin Asian British Female Male Don't identify with birth gender 69 42 34 22 White European 16 Black British White English I Welsh / Scottish I Northern Irish Other Manchester Wards 87 White- Irish Age Non- Manchester 14 Under 40 40-64 65-74 75-89 90+ 14 39 31 Miscellaneous Many people think that our volunteers are mainly older, retired people, but figures this year suggest many younger people are volunteering. 18

Chorlton Good Neighbours Statement of Financial Activities for the year ended 31 March 2024 Unrestricted funds Restricted funds Total funds 2024 Total funds 2023 Income from: Donations and legacies 17,819 17,819 14,934 Charitable activities: Support services 78,571 14,780 93,351 92,705 Investments 12,657 12,657 13,687 Total income 109,047 14,780 123,827 121,326 Expenditure on: Charitable activities: Support services 105,923 16,375 122,298 122,674 Total expenditure 105,923 16,375 122,298 122,674 Net income/(expenditure) before net gains/(losses) on Investments 3,124 (1,595) 1,529 (1,348) Realised gains/(losses) on investments 21,772 21,772 21,196 Net income/(expenditure) for the year 24,896 (1,595) 23,301 19,848 Net movement in funds for the year 22,286 1,015 23,301 19,848 Reconciliation of funds Total funds brought forward 489,354 2,491 491,845 471,997 Total funds carried forward 511,640 3,506 515,146 491,845 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 2024 2024 2023 Fixed assets Investments 463,807 442,035 Total fixed assets 463,807 442,035 Current assets Debtors Cash at bank and in hand 3,201 54,362 2,605 51,756 Total current assets 57,563 54,361 Liabi lities Creditors: amounts falling due in less than one year (6,224) (4, 551) Net current assets 51,339 49,810 Total assets less current Ilabilities 515,146 491,845 Net assets 515,146 491,845 Funds of the charity: Restricted income funds Unrestricted income funds 3,506 511,640 2,491 489,354 Total charity funds 515,146 491,845 Approved by the trustees on 19/09/2024 and signed on their behalf by: Michael Schaefer (Treasurer)

Annual Report 2024 Co-ordlnator Mrs Helen Hibberd MBE Hours Open Monday - Friday 9.00am - 12.30pm Wllbraham St Nlnlans Church Egerton Road South Chorlton M21 OXJ Tel: [phone] / Tel: [phone] Emall: [e-mail]