HALLIWELL BEFRIENDING SERVICE.
Aim and Purposes, Objectives and Activities.
We continue to make a difference to the lives of the older population who are or already or at risk of becoming isolated and lonely in Bolton.
We help to relieve and reduce isolation, by raising hopes and aspirations, helping older people to build confidence, supporting their independence through provision of a Befriending visiting and support service, that also provides social events e.g. drop ins coffee mornings, that include promotion of Health and wellbeing, access to activities, signposting those who need it to other services and relevant organisations, keeping older people connected and actively involved with local community in which they live and able to make new friends.
Our activities have been provided after consultation with service users and other organisations so that they are geared to older people with Low to Middle need.
We offer volunteering opportunities for those who would like to offer their skills and knowledge, who empathise with the needs and problems of older age and offer volunteering opportunities also for those who may have no other options to gain valuable social contact themselves, we have provided several work placements for university students to gain valuable community experience, for those volunteers who basically just want to be able to give back something to the communities in which they live.
We provide organised safe activities, for those who are able to access transport themselves or need low support to do this. (for example, ring and ride).
We set up support groups for those who we have already consulted with, who have expressed a high need of support, including consultation with volunteers who as well as existing service users trust the service enough so they would engage with the group support when they may not discuss their problems and long term health conditions and otherwise suffer in silence.
We are committed to changing lives, to value Diversity; we are open to referrals for the service and to volunteers from all diverse walks of life and already work with organisations that are geared to work closely with minority, hard to reach groups.
Achievements and Performance
We offer opportunities for all beneficiaries to learn new skills, such as Understanding and operating computers and various programs that run on them. Word, Excel. A weekly computer group allows users to gain and share knowledge. We also offer a fortnightly group for men, to allow them to meet and play pool, darts, etc. We also offer a fortnightly group for ladies, for craft making, knitting and conversation. Further we also operate a drop in coffee morning where people can meet and socialise. A recent addition is a Film
At this present time we have over 100 volunteers involved in many aspects relating to our service.
We have 108 service users at the current time, due to more activities we provide this figure is constantly changing due to the reduction in Council provided services. As some service users may require services we cannot supply (medical help), they may return to needing hospital/medical services. Although this reduces the number of service users, we have a list of new service users referred to us that we can then help. We provided support to over 300 people across all our activities during the year.
We have provided 3 day trips out for service users during the year. These were well attended and enjoyed by all those who took part, both volunteers and service users alike.
We have provided luncheon clubs on a twice monthly basis. Once again these were well attended by service users.
Also we provide a weekly coffee morning for the elderly, where all are welcome.
Financial Review
Total receipts on unrestricted funds were £3,450.
Restricted funds receipts were £62,256. As well as our main Council funding and National Lottery Funding, we have obtained a number of small grants, which have allowed us to set up various user groups, specific to certain needs of the service users, and to allow them to get out in to the community with their volunteers assistance.
We are currently exploring various fund raising opportunities, due to the uncertainty regarding funding generally. We aim to continue to provide the service whatever level of funding we receive. We wish to expand the service as we see if being of benefit to service users, particularly at this time of reducing service provision from council services. Currently we have secured funding for the year 2022/23 from the local council and have a 5year funding grant from the National Lottery Fund.
The net result of the year was a surplus of receipts against payments of £23,324 (this is mainly due to the phasing of the grant from the National Lottery(running from August to July each year). The bank balances carried forward at the year-end on 31[st] March 2022 were £7,671 on the unrestricted fund and £34,519 on the Restricted Fund. The Endowment Fund had a balance of £12210, at the year end.
Reserves Policy
It is the policy to try and ensure that there are funds equivalent to three months council funding on restricted funds, to facilitate the day to day running of the service.
Structure, governance and management
The method of the appointment of committee members is by agreement at the Annual General Meeting, nominees are proposed and seconded.
The committee meets on a quarterly basis and discusses all issues regarding the provision of our service. During the year the committee met on four occasions, with a 95% attendance. The daily running of the service is carried out by Co-Ordinators, assisted by volunteers when necessary.
Administrative Information
The service is currently situated at St Paul’s Church, Halliwell Road, Bolton.
We are a registered charity, registered with the Charity Commission.
We have had 9 members of the community as our management team / trustees, during the year to 31[st] March 2022.
Chairman: John Sloan Treasurer: Raymond Butcher Committee Members: Reverend Janet 0’Neill Stephanie Stather Graham Darcy Gillian Hamilton Janette Herring
Coordinators Carol Fildes Jacqueline Hallen
Charity Number: 1152634
The Halliwell Befriending Service Unaudited Financial Statements For The Year Ending 31[st] March 2022
1
Charity Number: 1152634
The Halliwell Befriending Service Charity Information
| Chairman: | John Sloan |
|---|---|
| Treasurer: | Raymond Butcher |
| Secretary: | Janet O'Niell |
| Trustee Members: | Janet O'Neill |
| Graham Darcy | |
| Gillian Hamilton | |
| Committee Members: | Jannette Herring |
| Stephanie Stather | |
| Coordinators: | Carol Fildes |
| Jacqueline Hallen | |
| Service Address: | St Paul's Church |
| Halliwell Road | |
| Bolton | |
| BL1 8BP | |
| Jackson Accounts and Book Keeping Services | |
| Accountants: | Limited |
| Suite 16, The White House | |
| 42-44 Chorley New Road | |
| Bolton, BL1 4AP |
2
Charity Number: 1152634
The Halliwell Befriending Service Contents
| Page | |
|---|---|
| Independent Examiner's | |
| Report | 4 |
| Receipts and Payments Accounts | 5-6 |
| Receipts and Payments Analysis | 7 |
3
Charity Number: 1152634
The Halliwell Befriending Service Independent Examiner’s Report
Independent Examiner’s Report to the trustee’s of The Halliwell Befriending Service
We have reported on the accounts for the year ended 31[st] March 2022 which are set out on pages 5 to 7.
Respective responsibilities of trustees and examiners
The charity’s trustees consider that an audit is not required for this year (under section 43(2) of the Charities Act 1993 and that an independent examination is needed. It is our 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 our attention.
Basis of Independent examiner’s report
We have prepared the financial statements of The Halliwell Befriending Service for the year ended 31 March 2022 which compromise of a receipts and payments accounts and receipts and payments analysis from the charity's accounting records and from information and explanations you have given us. Our review also includes consideration of any unusual items or disclosures in the accounts. We have prepared these financial statements based on the accounting records, information and explanations provided by you. We do not express any opinion on the financial statements.
Independent examiner's statement
In the course of my examination, no matter has come to my attention.
-
Which gives us 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.
Jackson Accounts and Book Keeping Services Ltd
Suite 16, The White House
42-44 Chorley New Road
Bolton, BL1 4AP
4
Charity Number: 1152634
The Halliwell Befriending Service Receipts and Payments Accounts - Section A
| A1 Receipts Grants Fund Raising & Donations Investment Income Sub-Total A2 Asset and Investment Sales, etc Total Receipts A3 Payments Wages & Pensiion Rent & Telephone Equipment Insurance Accountancy Office Expenses Co-Ordinators Travel Room Hire & Office Heating Training Cleaning Wellbeing Events Sub Total A4 Asset and Investment Purchases Total Payments Net Receipts/Payments A5 Transfers between Funds A6 Cash Funds last year end Cash Funds this year end |
Unrestricted Restricted Endowment Total Last Funds Funds Funds Funds Year £ £ £ £ £ - 62,255.82 - 62,255.82 37,941.00 3,449.92 - 3,449.92 1,985.00 - - 0.77 0.77 5.00 3,449.92 62,255.82 0.77 65,706.51 39,931.00 - - - - - 3,449.92 62,255.82 0.77 65,706.51 39,931.00 - 29,232.05 - 29,232.05 20,742.00 901.88 2,076.74 - 2,978.62 441.00 299.99 119.99 419.98 5,106.00 705.32 - - 705.32 669.00 - 683.76 683.76 684.00 430.04 694.23 - 1,124.27 1,849.00 35.00 - - 35.00 - - 2,827.35 - 2,827.35 2,803.00 - 374.00 374.00 - - 120.00 - 120.00 120.00 - 2,089.49 - 2,089.49 - 106.45 1,686.19 - 1,792.64 3,415.00 2,478.68 39,903.80 - 42,382.48 35,829.00 2,478.68 39,903.80 - 42,382.48 35,829.00 971.24 22,352.02 0.77 23,324.03 4,102.00 3,354.89 - 1,726.44 1,628.45 - - 10,054.21 10,440.00 10,580.78 31,074.99 26,970.00 7,670.56 34,518.46 12,210.00 54,399.02 26,970.00 - |
|---|---|
5
Charity Number: 1152634
The Halliwell Befriending Service Receipts and Payments Accounts - Section B
| B1 Cash Funds Specific Funds General Funds Total Cash Funds B2 Other Monetary Assets Details B3 Investment Assets Details Details B5 Liabilities B4 Assets retained for the charity's own use |
Unrestricted Restricted Endowment Funds Funds Funds £ £ £ - 34,518.46 12,210.00 7,670.56 - - 7,670.56 34,518.46 12,210.00 Unrestricted Restricted Endowment Funds Funds Funds £ £ £ Funds to which Cost Current Value assets belong (Optional) (Optional) £ £ £ Funds to which Cost Current Value assets belong (Optional) (Optional) £ £ £ Funds to which Amount due When due liability relates (Optional) (Optional) £ £ £ |
|---|---|
Details
6
Charity Number: 1152634
The Halliwell Befriending Service Receipts and Payments Analysis
| Receipts Grants Fund Raising & Donations Investment Income Total Receipts Payments Wages & Pension Rent & Telephone Equipment Insurance Accountancy Office Expenses Co-Ordinators Travel Room Hire & Office Heating Training Cleaning Wellbeing Events Total Payments Excess of Receipts over Payments Transfer between funds Bank current/deposit account 1 April Bank current/deposit account 31 March STATEMENTS OF ASSETS AND LIABILITIES Cash Funds Specific Funds General Funds |
Main Fundraising Redundancy Total Account Reserve £ £ £ £ 9,500.00 52,755.82 - 62,255.82 - 3,449.92 - 3,449.92 - - 0.77 0.77 9,500.00 56,205.74 0.77 65,706.51 9,938.60 19,293.45 - 29,232.05 341.88 2,636.74 - 2,978.62 419.98 419.98 705.32 - 705.32 683.76 - 683.76 1,124.27 - 1,124.27 35.00 - 35.00 2,827.35 - 2,827.35 374.00 374.00 120.00 - 120.00 2,089.49 2,089.49 1,792.64 - 1,792.64 10,280.48 32,102.00 - 42,382.48 780.48 - 24,103.74 0.77 23,324.03 6,677.09 - 5,048.64 1,628.45 - 7,457.57 - 29,152.38 1,629.22 23,324.03 7,457.57 13,036.64 10,580.78 31,074.99 - 42,189.02 12,210.00 54,399.02 - 34,518.46 12,210.00 46,728.46 - 7,670.56 - 7,670.56 - 42,189.02 12,210.00 54,399.02 |
|---|---|
7
Charity Number: 1152634
The Halliwell Befriending Service Unaudited Financial Statements For The Year Ending 31[st] March 2022
1
Charity Number: 1152634
The Halliwell Befriending Service Charity Information
| Chairman: | John Sloan |
|---|---|
| Treasurer: | Raymond Butcher |
| Secretary: | Janet O'Niell |
| Trustee Members: | Janet O'Neill |
| Graham Darcy | |
| Gillian Hamilton | |
| Committee Members: | Jannette Herring |
| Stephanie Stather | |
| Coordinators: | Carol Fildes |
| Jacqueline Hallen | |
| Service Address: | St Paul's Church |
| Halliwell Road | |
| Bolton | |
| BL1 8BP | |
| Jackson Accounts and Book Keeping Services | |
| Accountants: | Limited |
| Suite 16, The White House | |
| 42-44 Chorley New Road | |
| Bolton, BL1 4AP |
2
Charity Number: 1152634
The Halliwell Befriending Service Contents
| Page | |
|---|---|
| Independent Examiner's | |
| Report | 4 |
| Receipts and Payments Accounts | 5-6 |
| Receipts and Payments Analysis | 7 |
3
Charity Number: 1152634
The Halliwell Befriending Service Independent Examiner’s Report
Independent Examiner’s Report to the trustee’s of The Halliwell Befriending Service
We have reported on the accounts for the year ended 31[st] March 2022 which are set out on pages 5 to 7.
Respective responsibilities of trustees and examiners
The charity’s trustees consider that an audit is not required for this year (under section 43(2) of the Charities Act 1993 and that an independent examination is needed. It is our 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 our attention.
Basis of Independent examiner’s report
We have prepared the financial statements of The Halliwell Befriending Service for the year ended 31 March 2022 which compromise of a receipts and payments accounts and receipts and payments analysis from the charity's accounting records and from information and explanations you have given us. Our review also includes consideration of any unusual items or disclosures in the accounts. We have prepared these financial statements based on the accounting records, information and explanations provided by you. We do not express any opinion on the financial statements.
Independent examiner's statement
In the course of my examination, no matter has come to my attention.
-
Which gives us 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.
Jackson Accounts and Book Keeping Services Ltd
Suite 16, The White House
42-44 Chorley New Road
Bolton, BL1 4AP
4
Charity Number: 1152634
The Halliwell Befriending Service Receipts and Payments Accounts - Section A
| A1 Receipts Grants Fund Raising & Donations Investment Income Sub-Total A2 Asset and Investment Sales, etc Total Receipts A3 Payments Wages & Pensiion Rent & Telephone Equipment Insurance Accountancy Office Expenses Co-Ordinators Travel Room Hire & Office Heating Training Cleaning Wellbeing Events Sub Total A4 Asset and Investment Purchases Total Payments Net Receipts/Payments A5 Transfers between Funds A6 Cash Funds last year end Cash Funds this year end |
Unrestricted Restricted Endowment Total Last Funds Funds Funds Funds Year £ £ £ £ £ - 62,255.82 - 62,255.82 37,941.00 3,449.92 - 3,449.92 1,985.00 - - 0.77 0.77 5.00 3,449.92 62,255.82 0.77 65,706.51 39,931.00 - - - - - 3,449.92 62,255.82 0.77 65,706.51 39,931.00 - 29,232.05 - 29,232.05 20,742.00 901.88 2,076.74 - 2,978.62 441.00 299.99 119.99 419.98 5,106.00 705.32 - - 705.32 669.00 - 683.76 683.76 684.00 430.04 694.23 - 1,124.27 1,849.00 35.00 - - 35.00 - - 2,827.35 - 2,827.35 2,803.00 - 374.00 374.00 - - 120.00 - 120.00 120.00 - 2,089.49 - 2,089.49 - 106.45 1,686.19 - 1,792.64 3,415.00 2,478.68 39,903.80 - 42,382.48 35,829.00 2,478.68 39,903.80 - 42,382.48 35,829.00 971.24 22,352.02 0.77 23,324.03 4,102.00 3,354.89 - 1,726.44 1,628.45 - - 10,054.21 10,440.00 10,580.78 31,074.99 26,970.00 7,670.56 34,518.46 12,210.00 54,399.02 26,970.00 - |
|---|---|
5
Charity Number: 1152634
The Halliwell Befriending Service Receipts and Payments Accounts - Section B
| B1 Cash Funds Specific Funds General Funds Total Cash Funds B2 Other Monetary Assets Details B3 Investment Assets Details Details B5 Liabilities B4 Assets retained for the charity's own use |
Unrestricted Restricted Endowment Funds Funds Funds £ £ £ - 34,518.46 12,210.00 7,670.56 - - 7,670.56 34,518.46 12,210.00 Unrestricted Restricted Endowment Funds Funds Funds £ £ £ Funds to which Cost Current Value assets belong (Optional) (Optional) £ £ £ Funds to which Cost Current Value assets belong (Optional) (Optional) £ £ £ Funds to which Amount due When due liability relates (Optional) (Optional) £ £ £ |
|---|---|
Details
6
Charity Number: 1152634
The Halliwell Befriending Service Receipts and Payments Analysis
| Receipts Grants Fund Raising & Donations Investment Income Total Receipts Payments Wages & Pension Rent & Telephone Equipment Insurance Accountancy Office Expenses Co-Ordinators Travel Room Hire & Office Heating Training Cleaning Wellbeing Events Total Payments Excess of Receipts over Payments Transfer between funds Bank current/deposit account 1 April Bank current/deposit account 31 March STATEMENTS OF ASSETS AND LIABILITIES Cash Funds Specific Funds General Funds |
Main Fundraising Redundancy Total Account Reserve £ £ £ £ 9,500.00 52,755.82 - 62,255.82 - 3,449.92 - 3,449.92 - - 0.77 0.77 9,500.00 56,205.74 0.77 65,706.51 9,938.60 19,293.45 - 29,232.05 341.88 2,636.74 - 2,978.62 419.98 419.98 705.32 - 705.32 683.76 - 683.76 1,124.27 - 1,124.27 35.00 - 35.00 2,827.35 - 2,827.35 374.00 374.00 120.00 - 120.00 2,089.49 2,089.49 1,792.64 - 1,792.64 10,280.48 32,102.00 - 42,382.48 780.48 - 24,103.74 0.77 23,324.03 6,677.09 - 5,048.64 1,628.45 - 7,457.57 - 29,152.38 1,629.22 23,324.03 7,457.57 13,036.64 10,580.78 31,074.99 - 42,189.02 12,210.00 54,399.02 - 34,518.46 12,210.00 46,728.46 - 7,670.56 - 7,670.56 - 42,189.02 12,210.00 54,399.02 |
|---|---|
7