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2021-03-31-accounts

ANNUAL REPORT 2021 The year we adapted and innovated. Now we are looking towards a better future.

West Norfolk Befriending works with socially isolated older people living in West Norfolk and aims to reduce isolation and improve overall health.

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Charity number 1111735
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CONTACT US

Office address:

West Norfolk Befriending, 12 Thoresby College, Queen Street, King’s Lynn Norfolk. PE30 1HX

Telephone: 01553 763500

E-mail info@wnbefriending.org.uk Website www.wnbefriending.org.uk

You can also follow us on twitter @WNBefriending Or Facebook https://en-gb.facebook.com/westnorfolkbefriending

NB: We welcome personal callers to the office, but given that the majority of our work takes place out in the community, please phone first to make an appointment to ensure that someone is in the office when you arrive.

WEST NORFOLK BEFRIENDING ANNUAL REPORT 2021

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West Norfolk Befriending’s Aims and Objectives

West Norfolk Befriending aims to reduce social isolation and improve quality of life by matching isolated older people with trained and DBSchecked volunteer befrienders, who will visit them on a regular basis.

The objectives of the organisation are:

To improve the physical and mental well-being of clients, thus reducing demands on statutory services, including Adult Social Services and the NHS

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CHAIRMAN'S REPORT

It gives me great pleasure to present this annual report for 2020/21.

In common with many other charities this is been an unusual and, in many respects, a quite challenging year. We had to postpone and then hold a virtual AGM last year to comply with Covid-restrictions – nonetheless I am pleased to report that we have been able to maintain contact with many clients through telephone befriending and as I write, WNB is well placed to resume face-toface befriending once rules and regulations permit and it is deemed safe to do so.

We are in that fortunate position, largely due to the ongoing involvement & commitment of volunteers well-supported by Pippa, Lauren, Anna and Amanda, to have carried out excellent work in helping to transform the existing service and develop new methods of service delivery.

Commencing in 2002, WNB has been very effectively providing various forms of befriending support to clients across the west of the county. As we have adapted our service to comply with the restrictions understandably imposed as a result of the Covid-19 pandemic, we have re-introduced and re-developed a telephone befriending service.

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In terms of staffing, Pippa has had exceptional support from Lauren, Anna (who carries out assessments and assists with activities in general), Amanda (Care Home Connector), Mike (a fellow-trustee and befriender who leads on the LILY project), Dot, Linda, Anne (who provide admin support). WNB continues to have access to primary care advice, from our Medical Advisor, Chris McKenzie a local GP.

In terms of the Board membership, Noel McGivern resigned from the Board of Trustees in December 2020 after many years as a Trustees; most recently as Treasurer. Not only was Noel an extremely active member of the Board he was also a valued Befriender & his involvement across the organisation will be missed. We were then joined on the Board by Keith Stedman, who fortunately agreed to take on the role of Treasurer. Apart from these changes membership of the Board has remained consistent, with Jean McGuiness once again agreeing to be coopted to the Board to represent the views of Befrienders. As in previous years Board members are actively involved in all aspects of the charity with a number of sub-groups set up to deal with: finance; funding; bid-writing; and policy development.

As has been the case for a number of years, the Borough Council of King’s Lynn & West Norfolk has been our only source of funding from a statutory body – and we remain very grateful for this ongoing funding. In addition, we are appreciative of the financial and other support from other sources, including: The National Lottery; Norfolk Community Foundation; King’s Lynn & District Sugarcraft Club; Deborah Steward Catering (Sandringham); Downham Aid in Sickness; West Norfolk Pop In; Masonic Grand Lodge; King’s Lynn Lions Club; the Clan Trust and many others – the full list is available elsewhere in the report.

Although I mentioned this in the last report, I feel it is important not to lose sight of the need to adapt & develop as we move further into unchartered territory in the aftermath of the pandemic. Consequently, we will be reviewing how WNB can further develop its already effective range of service delivery to ensure we are best placed to meet the needs of an expanding client base with a wider range of needs. Linked to this, efforts will continue to find funding that will provide greater surety of service delivery in the new post-Covid social environment.

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In addition, It is also important to reflect upon and acknowledge that without the continued help and support of our volunteers, it would have been impossible to operate during these periods of ‘Covid rules & restrictions’ and in fact that support will be even more crucial in future, if WNB is to remain the befriending charity of choice in West Norfolk. It is important to remember, what has become our ethos:

That the collective activities of Volunteers and Staff play a major part in addressing the fact that for older people, social isolation and extreme loneliness can have a major adverse impact on health and well-being and if not…prevented or effectively dealt with… can result in medical intervention, early admission, or readmission, to hospital or care facilities.

On behalf of fellow Trustees, I wish to record my sincere thanks to each and every Volunteer and member of Staff for all your hard work and support during 2020/21 – but particularly during the difficult times arising from the pandemic - and look forward to your continued involvement and commitment to WNB during 2021/2022.

Alan Hayes

CHAIR OF BOARD OF TRUSTEES

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TREASURER'S REPORT

Having joined the charity during the latter half of the last financial year (in December 2020), I will keep this report brief and concentrate only on the main numbers as I see them.

The finances have been reviewed regularly during this period and I want to extend my grateful thanks to Finance Officer Sue Gardner and Pippa May our CEO for their help in enabling me to understand the world of Finance within WN Befriending. In addition, thanks for their patience while I change many things, both reporting wise and process wise (hopefully both for the better).

Income last year was £73,821 (an increase of £1,481 over the previous year). Income is currently forecast to be somewhat less this year due to COVID (around £60k), but there are still opportunities to pursue. Expenditure was £64,754 (£63,138 in 2019/20) giving a surplus in the year of £9,067.

The bank balances at year end remained healthy at almost £74k, which includes an adequate level of reserves.

Keith Stedman

TRUSTEE AND TREASURER

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CHIEF EXECUTIVE’S REPORT

This year the pandemic came and all face to face visits had to stop and the office closed. However the teams of staff and volunteers did not stop, far from it.

All clients and volunteers were contacted to explain that face to face befriending had to stop. Then the staff and volunteers spent the time designing and developing a new service delivery model using the telephone.

The volunteers took on the challenge and adapted and delivered the service, while the staff developed new role descriptions and working practises. All of the current clients were offered the service and took it up. Once this was established we started to look at the waiting list and made contact with all clients on it. The waiting list was then divided up as some clients were unable to take up telephone befriending (mainly due to hearing loss or dementia) and decided to wait for face to face. A protocol was established of maintaining contact with clients on the waiting list. This helped to establish a rapport prior to service delivery.

The other clients on the waiting list were then offered telephone befriending which was initially thought to be short term. However, as time went on it was clear that this would be a long term way of working, so regular three monthly reviews were introduced.

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I know that telephone befriending is not always easy and latterly the volunteers had not met the clients before building their telephone relationship, but it worked and eased isolation for many older people. During the pandemic it was decided that no service should end.

WNB was proud to be delivering telephone befriending through Lily as Norfolk County Council’s response to supporting isolated people. A volunteer undertook this work and at one point was making 8 calls a week. Throughout the pandemic new referrals continued to come in, particularly from the GP social prescribers.

As communication was key to keep all the work continuing, and meetings in person had to stopped WNB started to use zoom- a learning curve for us all. Volunteer meetings continued monthly with training and mailouts were introduced that were emailed or posted out to all volunteers.

Just prior to the pandemic WNB bought three new laptops using the money raised by Andrew Curtis, this enabled the staff team to be set up to work from home. All files were added online for ease of access via Dropbox. This enabled WNB future working to be more effective and efficient.

Clients continued to receive letters, thanks to the admin teams supporting this from home. The office phone was diverted out as it is important that people can keep in touch with WNB.

The staff team met regularly using zoom and this has been really important to enable all the changes to be shaped. Supervision also took place using zoom.

At the end of the year a new database was established thanks to Chris White who developed this. It will mean an end to all paper files and can be accessed online from anywhere securely. All volunteer and client files have been added. The teams took on this challenge to another change of working and embraced it. This has been a huge step forward for WNB and its future including collection of data and monitoring.

Volunteer applications still continued to come in and be processed with Inductions taking place via zoom. Now we have volunteers from other parts of Britain supporting WNB as services are not delivered in person.

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Funding to transform the service to telephone befriending came via Norfolk Community Foundation. The Masonic Foundation also funded staff hours this year to deliver a befriending service. Lily continues to bring in an income as does KLWNBC. Online banking enabled WNB to continue to manage finances and pay the bills. We were pleased to welcome Keith as the new treasurer who helped review all financial procedures. No fundraising or community engagement events took place due to Covid restrictions.

Having established the telephone befriending service, the staff team then addressed the clients that we found who could use email. This service is now being developed as we know of three 90 year old clients who email. Another way to deliver a service using letter Pen Pals was developed.

Sadly the service delivery Care Home Connectors funded by the Community Lottery Fund had to stop as Care Homes stopped all visitors. However the staff hours were diverted into the core team of WNB.

I became an expert at risk assessments as at every change we have had to develop new ones or review old ones. There will be many more to do before commencing face to face befriending.

In the last year WNB has completely transformed the organisation, the service choices and the systems that support it. None of this would have been possible without the dedicated staff team and volunteers who took on the challenges around change. However it ensured a stable base for the future increasing the choice of befriending delivery on offer; including face to face, telephone, email, penpals and video.

I look forward to the year ahead, looking at digital delivery with further database development and continuing to ease the isolation increased by the pandemic. I would like to thank everyone who has supported WNB in anyway during this year.

Pippa May

CHIEF EXECUTIVE

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DEVELOPMENT WORKER’S REPORT

On 17th March 2020 following guidance from our Board I was given the job of telephoning all our clients to explain that we were suspending our face to face services due to COVID-19. It was an extremely surreal afternoon and something I’d never anticipated doing in my working life. What struck me was the stoicism of our clients. All understood and supported our decision, no one complained. “I’m used to being on my own” was the main message we got back. We told everyone we’d review the decision in a month’s time, not knowing what 2020 had in store for us all.

This has been a year of phenomenal change for West Norfolk Befriending as we’ve responded to the pandemic, and something I’m proud to have been a part of. As a team we’ve had the unprecedented opportunity to unpick the whats, hows and whys of what we do and to try new ways of delivering the individual service we always provide to each of our clients. Our wonderful volunteer team have ridden the wave with us, most of them 65+ themselves and learning on their feet how to Zoom!

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Technology is definitely part of the future for West Norfolk Befriending and we’ve identified that many clients email, and so that this is an area I’m leading on in the coming year by piloting an email befriending service. I also jointly work on our social media and this has enabled us to showcase what we do, as well as linking up and learning from other organisations across the country.

In the early days of lockdown UK Power Networks staff reached out to us to offer their time to volunteer – and I’ve enabled a volunteer who lives near Bury St Edmunds to telephone befriend an isolated carer in a very rural location in West Norfolk, despite none of us ever meeting.

We may have been in isolation this year but we’re more connected now than we’ve ever been!

Anna Sylvester

DEVELOPMENT WORKER

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OPERATIONAL SUPPORT OFFICER'S REPORT

West Norfolk Befriending has been through so much change this year and I’m very proud to have been part of it. I’m pleased that despite the restrictions caused by Covid-19 we have been able to support so many clients and to ease the isolation they experience.

This year the operational aspects of my role have been very important to ensure that we could continue our work. We have overhauled our ways of working to ensure that we could continue to work from home and without all getting in a room together! It’s been great to work on the database which is another great step forward in working efficiently and helping more people.

Another one of my priorities this year has been communicating with our volunteers. After a short interlude we restarted our monthly meetings over zoom. This is an opportunity for us to come together, share news, learn things from guest speakers and have a little fun! I also send out a monthly email and/or letter and I hope that this has been effective in communicating with and supporting our wonderful volunteers who have embraced telephone befriending.

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Something I’m particularly proud of is that thanks to the members of the King’s Lynn Sugarcraft Club we were still able to deliver Christmas cakes to our clients. Usually befrienders take a cake for their clients, but that wasn’t possible this year. Arranging deliveries to clients all over West Norfolk was an operational mission! I also arranged some extra gifts including puzzle book, tea and biscuits to try and ease some of the extra isolation they had experienced due to the pandemic.

I’m looking forward to the year ahead – developing the database further, continuing to improve the operations of WNB and supporting many clients through a range of befriending services.

Lauren Ephithite

OPERATIONAL SUPPORT OFFICER

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SUPPORTING LILY

In last year’s annual report, I described LILY and my role as a LILY Advisor in visiting elderly clients and helping them access the information they required from the LILY on-line Directory. To recap briefly: LILY is a service that is provided by KLWNBC. It was originally developed to help elderly clients to maintain their independence in the community. However, its success has led to its expansion to include everyone over 18 yrs. and its core function is now to help combat loneliness and social isolation in adults of all ages. West Norfolk Befriending was invited to be one of the Voluntary Sector Partners to support the delivery of LILY and several of us acted as LILY Advisors available to visit and advise older LILY clients in their homes.

The Covid19 Lockdown meant that the roles of both WNB befrienders and LILY Advisors were no longer possible, as both involved face-to-face meetings with older people, and now potentially highly vulnerable clients. Whilst Pippa, Anna Lauren and Amanda focussed on developing WNB’s telephone befriending services, I was tasked with providing WNB’s input to the Council’s arrangements for supporting isolated clients during the initial lockdown period. This involved phoning clients referred by the LILY office, and was a two-stage process:

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1) Initially all recent LILY clients that had been seen by WNB LILY Advisors were contacted. This was to check that they had received the Council’s letter on lockdown and to ensure that they were aware of the contact number to phone if they ran into any difficulties. At the same time I checked to ensure that they had arrangements in place for obtaining shopping and medication, established if they should be shielding and if they had any support available from relatives or neighbours. This information was reported to the LILY office so that they could recognise when further support was needed.

2) Subsequently I maintained regular telephone contact with isolated older individuals who had not been referred previously to WNB but were later identified by the Council as requiring special support during the initial lockdown period. This has involved a ‘check and chat’ call to 10 different clients, 7 being phoned weekly and 3 fortnightly, with calls lasting between 15 and 30 minutes. Approximately 70 such calls were made between the last week of April and the first week of August 2020, with brief notes of each being entered into the LILY clients’ records.

WNB was proud to be able to deliver Lily during Covid and make such a difference in West Norfolk.

From April 2021 Lily will be delivered in a different way but still with WNB supporting the isolated older people in West Norfolk.

Mike Lee Evans

VOLUNTEER ASSESSOR LILY ADVISOR

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CARE HOME CONNECTORS

It has been a very challenging year to say the least! Especially for Care Home Connectors. With CHC being unable to proceed with the project after March 2020, due to Covid-19.

However, after making such great links and relationships with the care homes we wanted to maintain contact. We thought of ways to assist the care homes, to ease the isolation felt even more. We did this through making new contacts with Linking Lives UK and St Martins C of E Primary school Shouldham. We created a link with Goodwin’s Hall care home and the school children and introduced them all to zoom assembly. This is where the residents would gather and attend the school assembly via zoom. The link we created was so beneficial to the care home residents and the children. The children also created some wonderful 'Cards of Hope' for all residents in all four care homes, so 200 cards in total. The cards had lovely messages from the children. The Children were called upon a second time at Christmas to design some wonderful Christmas cards. These cards were distributed to all WNB clients along with a goodie bag, as well as care home residents. This new link has created an intergenerational link that will hopefully turn into face-to-face visits when guidelines allow.

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At Easter we put together an Easter hamper with lots of chocolate goodies and activity packs for all the care homes. They were very gratefully received. We were also donated lots of wool, needles and patterns which have been offered to clients and care homes alike. These have now been delivered. So, although CHC has not been able to complete the project we have been supporting the care homes in different ways throughout the pandemic. As the project was a two-year project, it will end in July 2021.

April 2020 – March 2021.

My role changed completely. I went from CHC Project Co Ordinator to WNB Assessor. It was a complete change of role, one of which I have truly enjoyed. Although I missed visiting the residents and staff at the care homes, I still had contact with our clients, and that made all the difference for me.

My role as Assessor has been a real learning curve for me. We have achieved so much in one year. Transferring from paper to electronic systems, getting to grips with zoom, not always easy with intermittent signal. Being the first port of call for WNB, and now a new database. I will admit, I did find it difficult at first, getting to grips with a home-based routine, I missed my colleagues. I feel that WNB has grown so much in the last year, and I feel very grateful to be a part of it. Although the pandemic at times has been very draining mentally, I think WNB has benefitted from having the time to put new productive systems in place, which has helped the organisation grow.

Amanda Tickner

PROJECT COORDINATOR

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Befriending is such a good thing to do and it is very much a twoway thing, as I get so much from talking to my client. We discuss what is happening in their world as well as mine, and hearing about their life stories and experiences.

Card delivery at Fridhem Rest Home June 2020

James WIld MP visit September 2020

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Christmas deliveries to Clients and Care Homes

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'I never would have
dreamt that I would join
a zoom meeting. But I
would have felt so
isolated without it.'
A Befriender
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OUR IMPACT

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Growth of service to one to one clients

Where our one to one clients live

WEST NORFOLK BEFRIENDING

ANNUAL REPORT 2021

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OUR CLIENTS

Ages of one to one clients

Number of male and female one to one clients

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OUR BOARD OF TRUSTEES

Alan Hayes Trustee (Chair)
Richard Curtis, MVO Trustee (Vice - Chair)
Linda Woodley Trustee (Vice - Chair)
Dot Nurse Trustee (Secretary)
Keith Stedman Trustee (Treasurer from Feb 2021)
Mike Carter-Rowlands Trustee
Kevin Clarke, LVO Trustee
Mike Lee-Evans Trustee
Jean McGuinness Co-opted Trustee
Jackie Powell Trustee
Valerie Woods Trustee
Noel McGivern Trustee (Treasurer resigned Sept
2020)

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OUR STAFF

Pippa May Chief Executive
Lauren Ephithite Operational Support Officer
Anna Sylvester Development Worker
Amanda Tickner Care Home Connectors Project
Coordinator
Mike Lee-Evans Client Assessor Volunteer
Dot Nurse Admin Volunteer & Trustee
Jean Ellis Data Input Volunteer
Chris White Database Developer
Anne Hayes Board Administrator
Dr Chris McKenzie, MBBS Medical Adviser

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OUR SUPPORTERS

The following organisations and individuals supported us this year:

Chris White Doug Beebee Downham Aid In Sickness

Downham Market Town Council Volunteers King’s Lynn & District Sugar Craft Club Michael Ford

TSB in King’s Lynn UNITE

West Norfolk Carers West Norfolk Pop-In West Norfolk Wins (Community Lottery)

We received grants and funding from the following:

Antelope Trust Clan Trust

King’s Lynn & West Norfolk Borough Council Ladbroke's Coral Trust

Masonic Charitable Trust

National Lottery Community Fund Norfolk Community Foundation

No Cold Shoulder partnership (National Lottery Community Fund) Spark-Kindle- Glow (Comic Relief) Tesco Bags for life-Groundworks

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FINANCE OFFICER'S REPORT

Norfolk's charities are estimated to have lost £120m during the Covid pandemic, putting the squeeze on the county's most vulnerable people, and 12 months of restrictions have deprived West Norfolk Befriending of their traditional ways to generate income.

However, very welcome additional support for the Charity has been forthcoming from the Borough Council of King’s Lynn & West Norfolk, in the form of a £10,000 discretionary Covid Resilience grant, for which the team are very grateful. West Norfolk Befriending also received the sum of £8,885 from Norfolk Community Foundation, so that they could continue to offer telephone befriending.

As the pandemic progressed, the team found new ways of working and as such were very busy. No staff members were furloughed as demand for the service actually increased over the period.

West Norfolk Befriending has continued to work as one of the delivery partners for the LILY project, which reaches out to people who may be socially isolated. This too has generated some much-needed unrestricted income for the charity. The Charity was grateful to the National Lottery, who allowed the continuation of a major project, despite the need to deliver the outcomes in a different way than was envisaged when the funds were originally granted.

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Because of the pandemic, the usual social functions have sadly not taken place this past year. The staff and volunteer travel expenses have been very low as has the cost of room hire. Though this is not what any of the team members would have wished for, in financial terms it has reduced the outgoings in these areas. The savings have been offset by the need for additional telephone capacity, Zoom licensing and the need for laptops which enabled staff to work effectively from home.

West Norfolk Befriending was managed diligently throughout the financial year, with the support of its staff, volunteers and Trustees, who once again worked hard to generate a positive outcome for the financial year ending 31st March 2021.

As always, a meticulous eye is always kept on the outgoings in order to ensure the longevity of the organisation. Further funding streams will continue to be sought, in order for West Norfolk Befriending to continue to operate successfully for the foreseeable future.

Sue Gardner

FINANCE OFFICER

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INDEPENDENT EXAMINER'S REPORT

INDEPENDENT EXAMINERS REPORT TO THE TRUSTEES OF WEST NORFOLK BEFRIENDING, CHARITY NUMBER 1111735

I report of the accounts of the Charity for the year ended 31 March 2021

Respective responsibilities of the trustees and examiner

As the charity’s trustees you are responsible for the preparation of the accounts; you consider that the audit requirements of section 43(2) of the Charities Act 1993 (the act) does not apply. It is my responsibility to state, on the basis of the procedures specified in the General Directions given by the Charities Commissioners under section 43(7)(b) of the Act, whether particular matters have come to my attention.

Basis of the independent examiner’s report

My examination was carried out in accordance with the General Direction given by the Charity Commissioners. An examination includes a review of the accounting records kept by the Charity and a comparison of the accounts prepared with those records, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts.

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Independent examiner’s statement

In connection with my examination, no matter has come to my attention:

and

b. to prepare accounts which accord with the accounting records and to comply with the accounting requirements of the Act

have not been met; or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Tim Vogel FCA

Chartered Accountant

Corn Exchange, 7a Market Place, Swaffham PE37 7AB

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WEST IIORFOLK 8EFRIEMDIIIG Charity Mumbei 1111735 Ststement ￿{n¢0m8 and éxpèndrtur• forthe year endlno 31.03.2021 NICOIIE ZQ20-IOZ1 VnrnJtri¢t•d 14X g.Q2S ZOi?40 R•i1vI¢￿d R•Jirfot•d ULY Prw¢ 10.4 02$ bQ T•bl• 9.823 23.272 23.272 TS8 FLth 2IQ 715 7U9 T•Jco B•gi tr LN•l IrrfwtA c S• lrt¢tyr• 45 429 37 9.IZ7 2.3S1 3i703 43,111 I4￿18 47,364 EXPENNru 17.2e6 38.714 24,591 2.149 2Tr 747 2.229 313 22 145 19 329 302 e03 397 210 44A 21.7Jl 36,401 WET MCOME 10.413 11.807 Fvnd O•WIJ Fvndtr•n•l•i 23.272 ii.e)J 1.027 Try# 2.M7 WEST NORFOLK BEFRIENDING ANNUAL REPORT 2021 31

WEST NORFOLK BEFRIENDING Sthtement of Assets & Liabllltleg 10 31.032021 2020-2021 20194020 Fixed Assets COMPUTERS, EQUIPMENT & FURNITURE CurTent assets CAF ACCOUNT HSBC CURRENT No 1 HSBC CURRENT No 2 LLOYDS TREASURERS ACCOUNT LLOYDS OEPOSIT ACCOUNT CASH 27.596 27,593 478 5.077 1,241 4,863 2.170 39,265 73,894 63.896 Prtyayn*nts Cirtsl8n(Ing Invdces 246 245 246 4.159 Totsl Aggets 68.301 Liabililies ACCRUALS 318 Tothl nett assets 73.964 6T.983 REPRESENTEO BY Suwplus funds 67,98J Madè up of Balaneè ofth• Mason's CharflAtl8 Trust Fund al 31.03.2021 Balance ol Connecting Clder People al 31.03.2021 Balance ol Care Home Conneclors Project al 31.03.2021 Balance ol spa￿ IGnde & Gl¢>+Y Proioct 413103 2021 Balance ofA Curtl$ Fund a13103 2021 Balance of Round Ta￿e AGM alenl Paty Fund at 31.03.2021 Balancè of aan Tntst Fund at 31.03.2021 2,067 9.001 6.955 8.627 1.000 700 70 47.500 1,854 67,983 1,000 47,500 14.770 Balanc4 of free reserye5 T3.964 Approv•d by the Board of Trustso8 and 81gn•d on Its behalf by: Chalnnon Date WEST NORFOLK BEFRIENDING ANNUAL REPORT 2021 32

“My phone calls with my befriender are such a joy. You are a wonderful organisation providing a lifeline.” A Client

"My befriender is so lovely, we have such wonderful chats. I don’t feel so lonely anymore."

A Client