Section C: Notes to the accounts Trustees’ annual report for the period
Period start date 01 01 2022 Period end date 31 12 2022 Charity name Butterflies Bereavement Support Charity No 1 1 8 1 5 9 9 (if any)
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Provide bereavement support to adults made vulnerable by bereavement and loss |
| Summary of the main activities in relation to those purposes for the public beneft, in particular, the activities, projects or services identifed in the accounts. |
Para 1.17 and 1.19 |
Counselling via zoom, phone and face-to-face. Friendship Service - weekly telephone calls and Social Support Groups to help alleviate loneliness and encourage confidence to regain single social skills |
| Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission onpublic beneft |
Para 1.18 | The Charity operates with full regard to the guidelines of both the Charity Commission and the British Association of Counsellors and Psychotherapists in its work for the public benefit |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers | Para 1.38 | |
| Other |
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Achievements and Performance
| SORP reference |
s | ||
|---|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its benefciaries and any wider benefts to society as a whole. |
Para 1.20 | The Charity is well known for its support service with many referrals from health professionals. Word of mouth referrals are common with previous clients recommending us to family, friends and colleagues struggling with bereavement. Only a handful of clients return for additional sessions, reflecting the qualify service provided by our counsellors. We are a go-to organisation within our working area for people struggling not only with recent losses but also historical issues due to death or loss. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
e ce. |
||
|---|---|---|---|
| Achievements against objectives set | Para 1.41 | ||
| Performance of fundraising activities against objectives set |
Para 1.41 | This was a difficult year for fundraising, our designated volunteer was unable to give the tim promised and there was no one to take her pla |
|
| Investment performance against objectives |
Para 1.41 | ||
| Other |
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Financial Review
| SORP reference |
ear's hs |
||
|---|---|---|---|
| Review of the charity’s fnancial position at the end of the period |
Para 1.21 | We are in a healthy state to proceed for next y planned service delivery. |
|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | To ensure the ongoing of charitable offer to the community with a minimum of three mont workingheld in reserves. |
|
| Amount of reserves held | Para 1.22 | £6600 | |
| Reasons for holding zero reserves | Para 1.22 | Not applicable | |
| Details of fund materially in defcit | Para 1.24 | Not applicable | |
| Explanation of any uncertainties about the charity continuing as a goingconcern |
Para 1.23 | Lack of funding |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Not applicable |
| A description of the principal risks facing the charity |
Para 1.46 | Lack of experience of new chairman and change of management to part-time trustees. |
| Other |
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October 2016
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Structure, Governance and Management
| Description of charity’s trusts: | SORP reference |
e |
|
|---|---|---|---|
| Type of governing document (trust deed,royal charter) |
Para 1.25 | Constitution | |
| How is the charity constituted? (e.gunincorporated association,CIO) |
Para 1.25 | CIO | |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Open advertising Personal invitation to people who may be interested in supporting the charity or who have a skills set suitable to enhance the quality of Truste experience. Reviewed by standing Trustees re appointment. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charityworks |
Para 1.51 | |
| Relationship with any related parties | Para 1.51 | |
| Other |
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October 2016
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Reference and Administrative details
| Charity name | Butterflies Bereavement Support |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1181599 |
| Charity’s principal address | 9 Pirelli Way Eastleigh Hampshire SO50 5GE |
Names of the 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(if any) |
|---|---|---|---|
| Julie Lamont | Chairman | ||
| Judith Hopkins | |||
| Jane Goold-Davies | |||
| Neil Butcher | |||
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October 2016
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Reference and Administrative details (cont)
Corporate trustees – names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year |
|
|---|---|---|
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Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Nothing held on behalf of others Name and objects of the charity on whose behalf the assets are Not applicable held and how this falls within the custodian charity’s objects Details of arrangements for safe Not applicable custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
We have an Honorary Treasurer, Colin Shaw who is not a Trustee but attends all Trustee meetings and cares for all matters financial for the charity..
Other optional information
The Chairman manages the day to day running of the charity, we have an advertisement out for a volunteer to take on the role.
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October 2016
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Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Julie Lamont Full name(s)
Position (eg Secretary, Chairman Chair, etc) Date 26 October 2023
Charity Accounts templates – Trustees’ annual report for the period
October 2016
| BUTTERFLIES BEREAVEMENT SUPPORT YEAR ENDED 31ST DECEMBER 2022 Receipts Hendy Foundation McCarthy & Stone Foundation Local Connect Fund Groundwork UK Groundwork UK CLT GBP EME- Crowdfunder Arnold Clark Community Fund Nova UK - Grow and Build Award Eastleigh BC The Neighbourly Foundation (Virgin Money/O2) Groundwork UK - Bags of Help (Tesco) TVBC - Councillor Comm. Grant Scheme Hedge End & Botley Co-Op Co-Op Wyvern College Returns Interest Individual Donations Counselling Receipts Total receipts Payments Venue Fee Volunteer Training Volunteer Expenses Phones/Helpline Administration Promotions Sundries DBS Checks Insurance Bank Fees Honorary Fee Staf Supervision Ofce Fundraising Total payments Net receipts for the year Cash and Bank balances at 01 January Cash and Bank balances at 31 December STATEMENT OF ASSETS AND LIABILITIES A Cash funds Cash at bank with immediate access B Other monetary assets Fixed term deposits C Liabilities Accruals for Telephone Fee for independent Examination |
Total 2022 £ 725.00 500.00 - - - - - - - - - - - - - - 7.11 3,194.55 5,214.50 9,641.16 162.20 29.00 309.00 1,024.88 769.70 1,382.66 568.54 - 304.08 - - 7,559.47 2,420.00 10,398.70 266.00 25,194.23 -15,553.07 32,496.12 16,943.05 16,943.05 - 30.31 - |
Total 2021 £ - - 2,339.00 1,000.00 1,000.00 1,234.00 1,000.00 15,000.00 1,000.00 1,000.00 1,000.00 633.00 400.00 842.75 501.00 294.67 1.13 3,848.65 5,174.53 |
|---|---|---|
| 36,268.73 | ||
| 469.10 551.60 916.87 1,007.16 1,643.92 2,057.06 2,270.22 252.00 304.08 4.98 4,200.00 - 1,200.00 12,210.47 216.00 |
||
| 27,303.46 | ||
| 8,965.27 | ||
| 23,530.85 | ||
| 32,496.12 | ||
| 32,496.12 - - 900.00 |
| Payments | 2020 | 2021 |
|---|---|---|
| Venue Fee | £1,398.30 | £469.10 |
| Volunteer Training | £558.40 | £551.60 |
| Volunteer Expenses | £1,069.32 | £916.87 |
| Phones/Helpline | £731.36 | £1,007.16 |
| Administration | £1,223.96 | £1,643.92 |
| Promotions | £3,952.49 | £2,057.06 |
| Sundries | £1,458.07 | £2,270.22 |
| DBS Checks | £291.20 | £252.00 |
| Insurance | £274.31 | £304.08 |
| Bank Fees | £12.75 | £4.98 |
| Honorary Fee | £3,150.00 | £4,200.00 |
| Staf | ||
| Supervision | £200.00 | £1,200.00 |
| Ofce | £8,153.71 | £12,210.47 |
| Fundraising | £323.00 | £216.00 |
| Total payments | £22,796.87 | £27,303.46 |
2022 Comment
£162.20 £29.00 £309.00 £1,024.88 £769.70 £1,382.66 £568.54 £0.00 £304.08 £0.00 £0.00 £7,559.47 £2,420.00 £10,398.70 £266.00
Expenses, Hotel, Travel - for Counsellors etc Publicity, Resources Subsistence, Postage, Stationary Computing, Office, Utilities, Stationery, Rates
£25,194.23