2025-07-31-accounts

	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	24		31	07	25

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.

1

Objectives and activities	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.

2

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 continued to successfully raise 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, therapeutic services for children with disabilities, and funding alternative therapies to complement other treatments for children. We increased our donations this year to use some of the additional cash flow we were carrying; therefore, a reduced cash reserve can be seen. These examples represent just a portion of the donations made by the Charity during 2024-25. 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.

3

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 (this is kept in a high interest account) 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 2025 at Dettling Showground, with the supplier contracting process initiated in November 2024. • A golf day is planned for July 2025.

4

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: 04/08/25

5

Independent examiner’s report on the accounts

Report to the trustees / members of	FOSN
On the accounts for the year ended	31stJuly 2025
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
	• 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	My examination was carried out in accordance withGeneral Directionsgiven
independent	by the Charity Commission. An examination includes a review of the
examiners report	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	In the course of my examination, no matter has come to my attention
examiners	1. Which gives me reasonable cause to believe that in, any material
statement	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

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

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In accordance with the information set out on page 6:

Sigend and dated:

Name: Syed Sibtain Zaidi

Relevant professional qualification : FCCA (Membership 1757726) Commented [LW1]: Sib for you to change for this year

Address: 21 Oberon Close, Borehamwood, WD6 5RU

Disclosure section

Give here brief details of any items that the Non examiner wishes to disclose

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