2023-03-31-accounts - The Halliwell Befriending Service

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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.

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 £16,318.

Restricted funds receipts were £55,133 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 into 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 other services. Currently we have secured funding for the year 2023/24 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 £6,600 (this is mainly due to one off grants received during the year, which are for a period 12 months). The bank balances carried forward at the year-end on 31[st] March 2023 were £6,355 on the unrestricted fund

and £42,434 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 10 members of the community as our management team / trustees, during the year to 31[st] March 2023.

Chairman: Graham Darcy Treasurer: Raymond Butcher Committee Members: Shirley Park (Secretary) Gillian Hamilton Gwyneth Bailey Janette Herring

Coordinators Jacqueline Hallen Lisa Rayner Natalie Lee Emma Carcione

Charlty Numter.. 1152634 The Halliwell Befriending Service Unaudited Financial Statements ForThe Year Ending 31 March 2023

Charity Number.. 1152634 The Halliwell Befriending Service Charity Information Chairman: Graham Darcy Treasurer: Raymond Butcher Secretary: Shirley Park Trustee Members: Gwyneth Bailey Graham Oarcy Gillian Hamilton Comm5ttee Members: Jannette Herrlng Shlrley Park Coordinators: Lisa Rayner Jacqueline Hallen Natalie Lee Emma Carclone Service Address: St Paul's Churth Halliwell Road Bolton BLI 88P Jackson Accounts and Book Keeping Ser¥lces Limited Accountant5- Sulte 16. The White House 4244 Chorley New Road Bolton. BLI 4AP

CharÉty Number.. 1152634 The Halliwell Befriending Service Contents Page Independent Examiner's Report Receipts and Payments Accounts Receipts and Payments Analysis

Charfty Number: IIS2634 The Halliwell Befriending Service Independent Examiner's Report Independent Examlnerfs Reporttothe tru#e¥s of The Halliwell Befriendlrq Servl Wè have reported on ihe accovnts for the year ended 31 March 2023 whKh are set out on pa8e$ 5 to7. Re5pertive responsibllitles of trustees and examlners The charity's trustee5 consKler that an audll is not reoulred for thls year lunder wt(on 43121 of the Charitie5 Art 1993 and that an Independeni exarnrnat*n is needed. It is our responsili1V lo.. Examine the accounts (under section 43 of the Actl To folbw the procedures laid down in the General Directions Biven by the Charity CommSssion (under sectlon 4317llbl of the Actl. and to state whether particular matters ha come to our attention. Basis of Independent examlnees report We have prepared the financlal statements of The Halliwell BefrSendlng SeThice for the year ended 31 March 2023 which compromise of a receipts and payments accounts and receipts and payments analysis from the charity's accounttng records and from information and explanations you have 8¥ven us. Ouf revSew also includes ConsideratTr of any unus¢Jal items or dSsclos¢Jres In the accounts. We have prepared these financial statements based on the accountin8 records, information and explanaon5 provlded bv vou. We do not express any opinion on the linancial staiements. Independent examiner's statement In the course of my examlnatlon, no matter has come to my attentlon. Which gNes u5 reasonable cause to believe that in, any material fespect. the requirements to keep accounting records In accordance wSth section 41 of the Act,. and to prepare accounts which accord wh the accounting records and Comply wf(h the accounting requirements of the 1993 Art,. have not been met; or To which. in my opSnion, attentSon should be drawn In order to enable a woper understanding of the account5 to be reached. Jackson Accounts and Book Keeping SoThic45 Ltd Suite 16, The Whtte House 4244 Choiley New Road 8olton. BLI 4AP

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Chjrfly m¥mr.. 1151634 The Halllwell Befflendlng SeThlce Recelpts and Payments Accounts. Sertlon runth Ar 42.134.% I1210.} Tot•lC•thFunds 12.210A)

P&mif.. 1152634 The Halltwell Befrlendln8 5er¥ke Recelpts and Payments Anatysls JS,?51.to 6&373. S.078.$8 5J>n51 451.$8 w•y$8 PerthLY P•iES T¢lEgtr Enent 4Q83y.49 ),.3y 40,137.49 3Jf6.37 1.147.99 740 31 7SO.12 2J22.74 2.147.99 7>).31 ExFthIXei G1M41Tra¥ 1359.9J 451.yl 6AI•.21 6.419.21 6N7.43 Q687.43 47217.10 18X64D2 . IiA64. .91 Tr•nshrbrfw•nbJnth It464.10 &599.92 21.m.21 )9.?.1) 11210.tsj 11210 $4.399.02 jIMth 8.71 fash Fur $4.(W.95 Fwd5 6J9D.99 .IAo.th) 6QYA.94 Ioshs 26

Charlty Numter.. 1152634 The Halliwell Befriending Service Unaudited Financial Statements ForThe Year Ending 31 March 2023

CharÉty Number.. 1152634 The Halliwell Befriending Service Contents Page Independent Examiner's Report Receipts and Payments Accounts Receipts and Payments Analysis

Chjrfly m¥mr.. 1151634 The Halllwell Befflendlng SeThlce Recelpts and Payments Accounts. Sertlon runth Ar 42.134.% I1210.} Tot•lC•thFunds 12.210A)