## 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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## 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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## 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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## 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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## 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**