||**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 with**General Directions**given| |**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| 2. To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. 6 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** **----- Start of picture text -----**
7
**----- End of picture text -----**
FOSN Recelpts and paym•nts aeeoums CC16a Foi thppeiiod Unie5tsicted fuTrds to th￿nEarest Restricted funds Endo¥•ent fund5 lo the Total fund5 LastFai toihe nea￿51 tDthp A1 Receipts Fundraiser- ball 2024 Fundiaisiry- ball 2025 (#h•r fuThdi**lng •¥•nl F￿draisingGo11 event25 knteiest andcoiiectian5 127203 50 127.2m50 00 19.078Q4 11.5C&OO 1.35&08 159.75l62 13078.04 0.00 V53 08 15Y.751.62 0.00 0.00 AZ •nd sales. (see tab￿1. Inve51ments £159.751.62 159.752 A3Ptym•nlS Fundi&lsa- ball 2025 Fundiai5er- ball 2024 Othpi expen5e5 .300 10 .75180 10.&XI10 86.75180 7200 6.73351 Golf 2D25 FOSII don•lloThs Sub 0.00 0.00 274J84.86 0.00 274.864_a6 A4 A55et and inestment -115.133.24 0.00 0.00 O.DD 0.00 0.00 0.00 0.00 0.00 -115.13124 D.00 184.346.08 63.213.44 A5 Transfeis b￿￿een fuTrd5 A6 C4ih fundsl4it y••i •Thd 184.346.58 69213.44 Section B Sraiement of assets and liabilities at the end of the period End￿ffle nt f￿d5 to neaest fund5 to ne3re5t £ funds toneaiestt B1 Cash fund5 cash account ourr•M •ooount Z4.037.55 11J64.70 33J11.19 £69X3.44 reserVe￿COunt Total cash fund5 14gr••bthno•iwlihMc•lpliand paymertsELcounils)J UniestThrted fund5 Restricted funds Endwme nt knds B2C*h•r mon•tary Fund to*hloh asset belDngs Cosi loptloTr41) B3&￿e5￿menta5se￿s Investm￿ Fund tovhich asset bEIDngs CuNen Cost loptioTraJ B4 A55•15 foi oh*iiy s o¥n Fund tovhich knount du Whendue SIgnEdbyoneor￿0lrUSleeS behayola1liheln￿￿es PriniNa D*ol