2024-07-31-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	23		31	07	24

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:We continued our regular fundraising initiatives,
including a golf day and our flagship event, the Shelby Doo. The
major fundraiser held in November drew approximately 800
attendees in support of the Charity. This year, we also successfully
raised additional funds through quiz nights and several private
donations.
Activities:Consistent with our ongoing objectives, the trustees
concentrated on identifying and engaging suitable individuals to
support our key events.
Donations:Donations continued to play a vital role in supporting
local charities in need; however, the majority of funds assisted
individual children in improving their quality of life. This year, our
donations encompassed a diverse range of initiatives, including
providing specialist equipment for children, supporting a local
horse riding stable that offers therapeutic services for children with
disabilities, and funding alternative therapies to complement other
treatments for children.
These examples represent just a portion of the donations made by
the Charity during 2023-24. A comprehensive list of activities and
donations is available on our website: http://shelbynewstead.co.uk/.
All donations were made in alignment with the Commission's
public benefit requirement, ensuring they either alleviated pressure
on the NHS or enabled individuals to develop new skills or abilities
that will benefit the local community in the future.

Further financial review details

Financial review

Brief statement of the charity’s policy on reserves Details of any funds materially in deficit
	A reserve of £30,000 has been allocated to cover the costs of our upcoming major fundraising activity. This ensures that we can manage the upfront expenses before ticket sales commence.
	Not applicable

Other optional information Future plans (this is for the next accounting period): • A fundraising evening is scheduled for November 2024 at Dettling Showground, with the supplier contracting process initiated in November 2023. • A golf day is planned for July 2024.

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: 09/08/24

Independent examiner’s report on the accounts

Report to the trustees / members of FOSN On the accounts for the year ended 31[st] July 2024 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.

13 Aug 2024

Disclosure section

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Give here brief details
of any items that the
examiner wishes to
disclose
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JSN Receipts and payments accounts CC16a For thè poliod Iwom To Au -23 Section A Receipls and paywnents Rèstiictèd lunds ro rhe Treawesi £ Endo¥Tront lunds io the neawesi lunds iothe Treawesi Total Last y• ro ihe nearesr io ihe neareM £ Al Receipts Fundrai5ew- ball Z023 Fundiaising- ball 2024 Othei lundiaising even15 Ftsndrai5ing Golf 24 Interest and CoifeGtionS Sub ioiallGv>?-in"0nrA8A 209.606.e 000 15.431.59 1S.330.00 0.00 241.368.47 0.00 0.00 0.00 0.00 0.00 0.00 209.606.88 0.00 15.431.59 16.330.00 0.00 241.36B.47 0.00 0.00 0.00 0.00 A2 Asset and investment 5ale5. 15ee tablel_ Invèsimènts A3 Paymenis Fundraisev- ball 2024 Fundraisew- ball 2023 Orhev expenses 5.862.CnJ 103.622.30 1.641.33 10.043.15 84.791.88 205.961.92 0.00 0.00 0.00 0.00 0.00 0.00 5,862.00 103.622.90 1.641.93 10.043.15 84.791.88 205.961.92 Golf 2024 F05M donaiions Sub total 0.00 o_oo 0.00 o_oo A4 A55el and investment 205.961.32 0.00 0.00 Z05.961.32 35.4.55 A5 Twansfers beiveen lunds -150.000.00 A6 Cash fur)ds lasi year end 115.723_32 Cash 1.129_87 0.00 0.00 o_oo o_oo 0.00 0.00 o_oo o_oo 35.406.55 -150.000.00 115.723_32 1.129.87

Section B Statement of assets and liabilities at the end of the period Unrèstiict•d funds io nearesi t Rèstricted funds io nearesi É Endo¥mè ni Funds to nearesi Caiegories Deiads Bl Cash lunds cash accowli cuirenl accow 1.123.87 101.322.55 81.894_26 t184.346_68 ieseive count Total cash funds (agree balances wilh iecei¥s and pavmeDts accouTrils11 Unièsiiictèd funds lo neaie5t t Rèstiicied funds Endo¥mè ni funds Deiails B2 Oth•r mon•iy ass•ts Fund io ¥hich ass•t b•longs Cuirèni value iional Cosi (Opllonall Oeiails Investmenrs B3 InVeent assets Fund io which asset belongs Cuireni value iional Cosi (opiionall Deiails B4 Asseis relaed lor ihe chawiiy's own use Fund io ¥hich liabilii relates Amount due iional When due iiona Details B5 Liabililie5 sgTh by ono oriwo tNstg•son behalf of al irusiees Dat•ol rov Signaiuie PTirName