01 ||**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**for theperiod**|**for theperiod**|**for theperiod**| |---|---|---|---|---|---|---|---|---| ||**From**|Period start date|||**To**|Period end date||| |||Da01y
01|01|Year
2023||Day
31|12|Year
2023| ## Section A Reference and administration details **Charity name** Butterflies Bereavement Support **Other names charity is known by** **Registered charity number (if any)** 1181599 **Charity's principal address** 19 Pirelli Way Eastleigh Hampshire **Postcode SO50 5GE** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Julie Lamont|Chair||| ||Neil Butcher|||| ||Jane Goold-Davies|||| ||Judith Hopkins|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** |**Type of adviser**|**Name**
**Address**|**Name**
**Address**| |---|---|---| |**Honorary Treasurer**|Colin Shaw|30 Torque Close, Bursledon, Hampshire 0 SO19 6RN| |**Honorary Minute**
**Secretary**|Ali Shaw|30 Torque Close, Bursledon, Hampshire SO19 6RN| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Constitution Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Elected by Board Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** To relieve the mental, spiritual and physical distress of the suffering of bereavement or loss, in particular but not exclusively, by providing free bereavement counselling and support in the community. March **2012** **TAR** 2 Activities to achieve the Objectives are: Counselling Service providing face-to-face, telephone or online counselling to adults, 18+, struggling with bereavement irrespective of the time gap since said bereavement. Bereavement Groups providing social interaction with others who have or continue to struggle with bereavement. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** Friendship Service with Buddies providing a weekly telephone call to people who are lonely and/or isolated for any reason, not necessarily bereavement. ## **Additional details of objectives and activities (Optional information)** Butterflies Bereavement Support is a voluntary organisation with a single part-time (12 hours) employee. All our counsellors, group facilitators and Buddies are volunteers. Without our volunteers there would be no charity. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 Section D Achievements and performance **Summary of the main achievements of the charity during the year** By the end of the reporting year we had 20 counsellors, the qualified counsellors seeing at least one client a week and our 8 placement qualifying counsellors, provided 614 sessions of counselling. The equivalent of one third of sessions were provided free. Our waiting list reduced from 6 months at the beginning of the year to 4 months by the end. We increased the number of bereavement groups from 2 to 5, including an evening group. We have over 40 regular visitors to our groups. The Friendship Service underwent a reorganisation at the end of the year.. March **2012** **TAR** 4 ## **Section E Financial review** **Brief statement of the charity’s policy on reserves** To maintain a level of reserves to keep the charity funded for 6 months at any one time. ## **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; Principal funding is via grants, fundraising and donations. The current financial situation has severely affected grant funding, we have not been successful in our last three applications. Fundraising and donations have also suffered significantly due to the cost of living crisis. One third of our counselling clients are currently not paying for their sessions. Our suggested donation is £15 (£7 concession). - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Julie Lamont **Position (eg Secretary, Chair,** Chairman **etc) Date** 20/05/2024 March **2012** **TAR** 5 **Charity Name Butterflies Bereavement Support** **Charity Name No (if any) Butterflies Bereavement Support 1181599 Receipts and payments accounts For the period** Period start date Period end date **To from** 1/1/2023 12/31/2023 ## **CC16a** ## **Section A Receipts and payments** **Unrestricted Restricted Endowment funds funds funds** **Total funds Last year** |**Section A Receipts and payments**
**Unrestricted**
**funds**|**Section A Receipts and payments**
**Unrestricted**
**funds**|**Section A Receipts and payments**
**Unrestricted**
**funds**|**Restricted**
**funds**|**Restricted**
**funds**|**Endowment**
**funds**|**Total funds**|**Last year**| |---|---|---|---|---|---|---|---| |**A1 Receipts**
National LotteryMain Grant
**8,000**
Eastleigh Borough Council
**1,000**
Persimmon Ltd
**1,000**
Just Giving (Marathon Runner)
**1,205**
Just Giving (Marathon Runner)
**795**
HendyFoundation
**- 1,000**
Mccarthy& Stone Foundation
CounsellingReceipts
**6,163**
Interest
Individual Donations
**7,734**
**24,897**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 24,897**
**A3 Payments**
Administation
**342**
Computing
**166**
DBS
**24**
Fundraising
**266**
HonoraryFee
Insurance
**304**
Office
**8,450**
PettyCash
**20**
Postage
**70**
Professional Fees
**900**
Promotions
**550**
Rates
**582**
Staff
**10,792**
Stationery
**136**
Subsistence
**75**
Sundries
Supervision
**4,020**
Telephone
**939**
Utilities
**1,333**
Venue Fee
**262**
Volunteer Expenses
Volunteer Training
**_Sub total_ 29,231**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 29,231**
**_Net of receipts/(payments)_ - 4,334**
**A5 Transfers between funds**
**-**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**|||**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**to the nearest £**
**8,000**
**1,000**
**1,000**
**1,205**
**795**
**- 1,000**
**6,163**
**7,734**
**24,897**
**-**
**-**
**-**
**24,897**
**342**
**166**
**24**
**266**
**304**
**8,450**
**20**
**70**
**900**
**550**
**582**
**10,792**
**136**
**75**
**4,020**
**939**
**1,333**
**262**
**29,231**
**-**
**-**
**-**
**29,231**
**- 4,334**
**-**|**to the nearest £**| |||||||**8,000**|| |||||||**1,000**|| |||||||**1,000**|**-**| |||||||**1,205**|**-**| |||||||**795**|**-**| |||||||**- 1,000**|**725**| ||||||||**500**| |||||||**6,163**|**5,214**| ||||||||**7**| |||||||**7,734**|**3,195**| |||||||**24,897**|**9,641**| ||||||||| ||||||**-**
**-**
**-**|**-**|| |||||||**-**|**-**| |||||||**-**|**-**| ||||||||| ||||||**-**|**24,897**|**9,641**| ||||||||| ||||||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**342**|**770**| |||||||**166**|| |||||||**24**|| |||||||**266**|**266**| ||||||||| |||||||**304**|**304**| |||||||**8,450**|**10,399**| |||||||**20**|**-**| |||||||**70**|**-**| |||||||**900**|| |||||||**550**|**1,383**| |||||||**582**|| |||||||**10,792**|**7,559**| |||||||**136**|| |||||||**75**|**569**| ||||||||| |||||||**4,020**|**2,420**| |||||||**939**|**1,025**| |||||||**1,333**|| |||||||**262**|**162**| ||||||||**309**| ||||||||**29**| |||||||**29,231**|**25,195**| ||||||**-**
**-**
**-**||| |||||||**-**|| |||||||**-**|| |||||||**-**|**-**| ||||||||| ||||||**-**|**29,231**|**25,195**| ||||||||| ||**- 4,334**||**-**||**-**|**- 4,334**|**- 15,554**| ||**-**||**-**||**-**|**-**|**-**| |**A6 Cash funds last year end**
**_Cash funds this year end_ **|**-**||**-**||**-**||**-**||**-**| |---|---|---|---|---|---|---|---|---|---| ||**- 4,334**||**-**||**-**||**- 4,334**||**- 15,554**| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
General
Counselling
Reserve
**Details**
**Details**
**Details**
**Details**
Signature
#VALUE!
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**1,605**
**-**
**1,101**
**-**
**6,645**
**-**
**9,351**
**-**
Agreement Error
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
Julie Lamont
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||#VALUE!|Julie Lamont|5/21/2024| |||||