2024-03-31-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

At this present time we have 141 volunteers involved in many aspects relating to our service.

We have 151 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 also collaborated with another charity High Hopes for Halliwell in joint events.

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 £8,203.

Restricted funds receipts were £78,467 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 2024/25 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 £17,767 (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 2024 were £13,307 on the unrestricted fund and £58,529 on the Restricted Fund. The Endowment Fund had a balance of £6,930, 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 8 members of the community as our management team / trustees, during the year to 31[st] March 2024.

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

Coordinators Jacqueline Hallen Lisa Rayner Emma Carcione

The Halliwell Befriending Service Unaudited Financial Statements ForThe Year Ending 31 March 2024

Charity Number: 1152634 The Halliwell Befriending Service Charity Information Chairman.. Graham Darcy Treasurer- Raymond Butcher Secretary: Shirley Park Trustee Members: Shirley Park Graham Darcy Gillian Hamilton Raymond Butcher Committee Members: Jannette Herring Coordinators: Lisa Rayner Jacqueline Hallen Emma Carcione Service Address: St Paul's Church Halliwell Road Bolton BLI 8BP Accountants: Jackson Accounts Limited Suite 16. The White House 4244 Chorley New Road Bolton. BLI 4AP

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

Charity Number.. 1152634 The Halliwell Befriending Service Independent Examiner's Report Independent Examinerfs Report to the trustee's of The Halliwell Befriending Servi We have reported on the accounts forthe year ended 31 March 2024 which are set out on pages 5 to7. Respective responsibilities of trustees and examiners The charity's trustees consider that an audit is not required for this year lunder section 43121 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 said down in the General Directions given by the Charity Commission (under section 4317llbl of the Act), and to state whether particular matters have come to Ovf attention. Basis of Independent examinerfs report We have prepared the financial statements ofThe Halliwell Befriending Service for the year ended 31 March 2024 which compromise of a receipts and payments accounts and receipts and payments an31ysis 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 ccounting records and comply wtth the accounting requirements of the 1993 Act,. h ve 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 Account5 Llmited Suite 16, The White House 42-44 Chorley New Road Bolton, BLI 4AP

Charity Number.. 1152634 The Halliwell Befriending SeThice Receipts and Payments Accounts - Section A Totsi Fund5 Last Year Fund5 nd5 Al Re£¥1 Grants Fund Rai55ng & DonatlOn5 Investment Income nA66.90 78,466.9) 8,203.36 66.373. 5.078.58 8,203.36 Total 8.203.36 78.466 90 86.670.26 71.451.58 In Total Recwts 8.203.36 78.466.90 È6.670.26 71.451.58 A3Pa Wa£es & Pension Rent & Telephont Equipment Insurance countancy Offe Expenses Co-OrdinBtorsTrav Room Hire & Othie Heati Ad¥ert151ng Monitorfng TrBlntng Oean1n@ Wellbein8 Events 46.ow 73 3.694.07 1,984.10 741.76 46.iM.73 3.694.07 1,984.10 741.76 40.837.49 3.306.37 2.147.99 730.31 750.12 2.822.74 Z.369. 96.70 2.369.O) 310.(WJ 310 LXI 140. 5.791.8S 520.87 5,791.85 7,051.53 6,429.21 6.687.43 6.530.66 bTotsl 6.530.66 62.372_68 68.903.34 64.851.66 A4 Asset and lThv2strnentPurchases Total Payrnents 6.530 66 62J72.68 68.Y)3.34 64.851.66 Net RetdptslPaymwts A5 Tran5fer5 between Funds A6 Cash Fund5 last year end 16,OY.22 17.766 92 6,599.92 9,280.(K) 6.354.58 5.280.(1) 12,210.(K) 42.434.36 fd.998.94 54.399.02 Cash Funds this year end 13.307.28 58.528.58 6.930.tK* 78.765.86 .998.94

Charity NUmr.. 1152634 The Halliwell Befriending Service Receipts and Payments Analy51S Fundrals# TNLF Fundraism IledundaThcv Reserve Total ReIPtS Grants Fund Raising 8 DoDations Investment Income 41.654.) 8.203.36 36.812_(K) 78,466. 8.201.36 Totsi RecÈipt5 49,858.26 36812.C 86,670.26 P*ymeNts WagES & Pension Rent & Telephone Eouipment Insurance 16.936.54 29.144.19 3.691.07 46.080.73 3.694.07 1.984.10 741.76 1,984.10 741.76 £countancy Offvie Expenses Co-Ordin3tors Travel Rrn Hire & Office He&tiog 1968.80 .70 6530.66 65.11) 4rKJ.20 2,369.0) %.70 6.530.66 310.(X) 245.flj Oeaning wellbe% w?rt1S4ng Event5 5.791.85 783. 520.87 5.791.85 783 520.87 Total Payments 34.678.12 34.225.22 s8,3.34 Fxce5$ 01 Rece ts over Pa Transfer between fvnds 15.180.14 5.280 (X) 20,4fAI.k4 2586 78 17.766.92 s,1).1) 5,280.OJ 2.586.78 17.766.92 Bank Current/depDsit aCCOuftt l Apr1 Bank currentldepo51t account 31 March 39.792 23 .252.37 8.996.71 11.583.49 12.210.¢YJ 6.930.Th) 8).998.94 78.765.86 SYATEMEP4T50F A55ET5AND LWWLITIE5 Cash Funds Specific Fund5 neral Fund5 46,8%83 13.355.54 IL583.49 93U 65,410.32 13.35S.54 60.252.37 11.583.49 6,930 (M) .765.86

Charity Number.. 1152634 The Halliwell 8efriending 5eNice Receipts and Payments Accounts - Section B Fut F¥nds 58.528.58 6.930. Specific FLtnds rneral Furtds 13,307.28 Total Cash FLbnds 13,307.28 58,528.58 930.Tr B2 Olh M(et& Funds DEt•ls Fund5 towthith IOptioAall Iopiionall l)Etasls B4 Assets retained IDr thE ch3 . S own Use Fvnds towht¢h Cwrentvae IOptirAHII trtas B5 liabilities FS to whith flablStytd•tes Wh2n due IOpts"onall t>eialls

The Halliwell Befriending Service Unaudited Financial Statements ForThe Year Ending 31 March 2024

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