2023-07-31-accounts - Friends Of Shelby Newstead

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	Trustees’ annual report for theperiod	Trustees’ annual report for theperiod	Trustees’ annual report for theperiod	Trustees’ annual report for theperiod	Trustees’ annual report for theperiod	Trustees’ annual report for theperiod	Trustees’ annual report for theperiod
From	Period start date			To	Period end date
	01	08	22		31	07	23

Reference and administration details

Charity name: Friends of Shelby Newstead

Other names the Charity is known as: FOSN

Registered charity number: 1148360

Charity’s principal address: Aviary Cottage, Whitepost Lane, Culverstone Lane, DA13 0TY

Names of charity trustees who manage the Charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee

Mr David Garbett	Chair
Mr David Newstead	FundraisingSecretary
Mrs SallyNewstead
Mrs Denise Fosker
Mr Tim St Claire Pearce
Mrs ShirleySt Claire Pearce
Mr Laurence Leyden

No custodian trustees

Advisor and Treasurer: Professor Liz Warren

No chief executive or staff

Structure, governance and management

Description of the Charity’s trusts

Type of governing document: Trust deed signed 15[th] July 2012

How the Charity is constituted: Trustee vote, majority vote rules with Chair making the final decision if equal vote.

Trustee selection methods: There is no set period for trustee appointment.

Additional governance issues: All trustees give their time voluntary and receive no remuneration or other benefits. During the period of 2012-13 policies on ‘internal control’ and ‘risk management’ were drawn up and agreed by the trustees.

Objectives and activities

Summary of the objectives of the Charity set out in its governing document	The relief of those in need, by reason of youth, age, ill health, disability, financial hardship or other disadvantage: • The relief of sickness and the preservation of health among people • To assist in the treatment and care of persons suffering from mental or physical illness of any description or in need of rehabilitation as a result of such illness, by the provision of facilities for work and recreation. • The prevention or relief of poverty by providing grants, items and services to individuals in need and/ or charities or other organisations working to prevent or relieve poverty.
Summary of the main activities undertaken for the public benefit in relation to these objectives	In planning our activities for the year, we kept in mind the Charity Commission’s guidance on public benefit at our trustee meetings. The focus of our activities remains: Providing grants or items to individuals who are suffering from either mental or physical illness. These donations are intended to help in the treatment, support or rehabilitation from the illness. The support includes both the individuals and their families. Donations of a similar nature will also be offered to other charities who adopt supporting objects, thus providing help in larger projects. These types of activities can improve the provision to, for example, a children’s hospice which helps the individual, their families and the NHS; relieving pressure on the health service. Funding of projects which work towards the prevention and relief of poverty. This will include the support of individuals who will work on such projects and/or providing materials required to complete the task. Improving the provision of education in an impoverished area can be a public benefit by enhancing the ability of the local community to develop a sustainable community; thus reducing poverty in the future.
Additional information	In addition to the voluntary time provided by the trustees the Charity also has additional volunteers who help with the larger fundraising activities. Without this valuable contribution, we would not be able to raise as much money to use in our main activities.

Summary of the objectives of
the Charity set out in its
governing document

The relief of those in need, by reason of youth, age, ill health,
disability, financial hardship or other disadvantage:
•
The relief of sickness and the preservation of health
among people
•
To assist in the treatment and care of persons suffering
from mental or physical illness of any description or in
need of rehabilitation as a result of such illness, by the
provision of facilities for work and recreation.
•
The prevention or relief of poverty by providing grants,
items and services to individuals in need and/ or charities
or other organisations working to prevent or relieve
poverty.

Summary of the main
activities undertaken for the
public benefit in relation to
these objectives

In planning our activities for the year, we kept in mind the Charity
Commission’s guidance on public benefit at our trustee meetings.
The focus of our activities remains:
Providing grants or items to individuals who are suffering
from either mental or physical illness. These donations
are intended to help in the treatment, support or
rehabilitation from the illness. The support includes both
the individuals and their families. Donations of a similar
nature will also be offered to other charities who adopt
supporting objects, thus providing help in larger projects.
These types of activities can improve the provision to, for
example, a children’s hospice which helps the individual,
their families and the NHS; relieving pressure on the
health service.
Funding of projects which work towards the prevention
and relief of poverty. This will include the support of
individuals who will work on such projects and/or
providing materials required to complete the task.
Improving the provision of education in an impoverished
area can be a public benefit by enhancing the ability of
the local community to develop a sustainable community;
thus reducing poverty in the future.

Additional information

In addition to the voluntary time provided by the trustees the
Charity also has additional volunteers who help with the larger
fundraising activities. Without this valuable contribution, we
would not be able to raise as much money to use in our main
activities.

Achievements and performance

Summary of the
main achievements
of the charity during
the year

Fundraising:This year returned to our normal fundraising activities,
including a golfing day and our big Shelby Doo. The November big
fundraiser included around 800 people supporting the Charity.
Activities: In line with the previous statement, the trustees focused on
finding suitable individuals to support our two events.
Donations:Donations continued to support local charities requiring
additional help and individual children needing help to establish a better
quality of life.
This year our donations were back to a broader range of support,
including supporting children requiring specialist equipment and a local
horse riding stables that help children with disabilities.
The above are just a few of the donations the Charity completed during
2012-21. The full list of activities and donations can be found on the
websitehttp://shelbynewstead.co.uk/
All donations were made with the commission’s public benefit
requirement in mind. All donations either helped to relieve the NHS
pressure and/or helped individuals develop new skills or abilities, which
will contribute to the local community in the future.
Covid-19 issues 2022 23:None this year.

Further financial review details

Financial review

Brief statement of £30,000 is required to cover the costs of the next big fundraising the charity’s policy activity, this amount is maintained in the reserve account. This is to on reserves ensure that the upfront expense can be covered before ticket sales occur. Details of any Not applicable funds materially in deficit Our main source of funding this year has been from a music festival and outdoor golfing event. We rely on the local community for their continuing support and on other local charities to engage in partnerships for larger projects. The majority of the income typically goes to support grants and items required by other charities or individuals and to cover the cost of the fundraising activities. We have no overheads or staff costs.

Other optional information

Future plans (this is for the next accounting period):

1) Fundraising evening November 2023 at Detling showground, for which the contractual process of securing suppliers began in November 2022.
2) Golf day in July of 2023.

• Additional donations to help new and existing individuals, as well as the FOSN pledge to support those charities who have received assets from the Charity to help maintain them.

Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the Charity’s trustees

Signature:

Full name: Mr David Garbett

Position: Chair Date: 06/08/23

Independent examiner’s report on the accounts

Report to the trustees / members of FOSN On the accounts for the year ended 31[st] July 2023 Set out on pages 8 and 9

Respective The Charity’s trustees consider that an audit is not required for this year (under responsibilities section 43 (2) of the Charities Act 1993 (the Act) and that an independent of trustees and examination is needed. examiner It is my responsibility to

It is my responsibility to

Examine the accounts (under section 43 of the Act)
To follow the procedures laid down in the General Directions given by the Charity Commission (under section 43 (7) (b) of the Act), and
To state whether particular matters have come to my attention

Basis of independent examiners report

My examination was carried out in accordance with General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the Charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, 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 no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out within the statement below.

Independent examiners statement

In the course of my examination, no matter has come to my attention

Which gives me reasonable cause to believe that in, any material respect, the requirements:
To keep accounting records in accordance with section 41 of the Act; and
To prepare accounts which accord with the accounting records and comply with the accounting requirements of the 1993 Act; have not been met; or
To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Disclosure section

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Give here brief details
of any items that the
examiner wishes to
disclose
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Rec•ipts and paym•nts accounts CC16a For the pewiod from .22 Section A Receipts and payments Uniesiibcied ILw)d5 to th• n•ar•si Restwicied lunds Endo¥ffleni ILw)d5 th• n•ar•st Tolal lund5 Las1 year io th• n•ar•si n•ar•si £ n•ar•si £ A1 Receipis Fundraiser- ball 2022 Fundraising- ball 2023 Oiher fundraising evenrs Iniewesi and corweciions 130.533.12 4.000.00 20.994.48 0.00 0.00 0.00 0.00 00 0.00 0.00 0.00 0.00 o_oo 130.533.12 4.000.00 20.994.48 0.00 155.527.60 155.527.60 A2 Assei and investment sales. Isee iable). InvesrThenis A3 PaOnt$ Fundialsèi- ball 2023 Fundiaisèi- ball 2022 Oihol fundraising ovènts FOSN donaiiorbs Sub 10141 4.669.92 92.346.68 15.233_13 32.884.66 145.134.39 o_oo 0.00 0.00 0.00 0.00 o_oo 0.00 0.00 0.00 0.00 4.663_32 92.346_68 15_233_13 32.884.66 145.134.39 A4 Assei and investment urchases see iable 54rb 145.134.39 0.00 0.00 145.134.39 10.393.21 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10.393.21 A5 TiansFèrs bèi¥èèn funds A6 Cash Funds lasi year end 105.830.50 116.223.71 15.831 116.223.71

Section B Statewnent of assels and liabilities at the end of the period Lkniesiiicted lunds lo neaiest t Aestiicted funds to neawest £ Endo¥me ni funds to neawe5t Cat wies Detads Bl Cash lund5 cash accoLw)I ouwwenl aocounl 116.223.71 30.228_83 146452.54 Total cash funds (agree balanceswiih iecei¥s andpaymenls accounttsll iknièstilctèd lund5 lo nearest t Endo¥m ni funds to neaiest funds to neawe5t £ Details B2 Chhèi monèL¥y assots Fund io ¥hioh assot bèlongs Cuwrenl value tion C051 (oplionall Details Inv•sim•nis B3 Inv•som•ni ass•15 Fund to ¥hioh asset belongs Cuwrenl value C051 (oplionall Detarts B4 Assèis r•iainèd lor th• charity's o¥n use Fund to vhioh elate5 Amount due tional When due tional Details B5 Liabiliii•s SgTred by one oriwo INsleeson bèhalf ol al tth trustèès Signatur• Prirrt Narn• Daieol DavidGaib•tt C6108123