Charilv Registration Trlumber: 1183245 FORGET-ME-NOT BUDDIES (TAMESIDE) A Charitable Incorporated Organisation (CIO) TRUSTEES, ANNUAL REPORT AND FINANCIAL STATEMENTS For The Year Ended 31 March 2025
FORGET-ME-NOT BUDDIES (fAMESIDE) coNrENTS Members of the Board and professiimal adviseT5 Truslees Annual R¢port Insen Ind¢pendeni Examiners Report R¢c¢ipt5 and Payments Accounts Sialem¢nt of Assets and Ltabilities Notes to the fuwicial statements
FORGET-ME-NOT BUDDIES (fAMESIDE) MEMBERS OF THE BOARD AIYD PROFESSIONAL ADVISORS Organisalion Ngme Forgei-Me-Not Buddies (Tameside) Charity Number 183245 Address 61 D Leic¢51er Road Failsworth Manchest¢r M35 OGW Trustees Roy William Bate BEM Vivian Anne Shilton Carrol Ashton Ber)'l 'alker Joanne M¢Donald (aprKJinted on 0510412024) A¢¢ountgDts Community Ath)unting Lallhlre C.l.C. Foxfields 9 Norley Close Chadderton Oldham OLI 2RA Bankers Santander Bootl¢ Mers¢)'side L30 4GB
CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1st April 2024 to 315t March 2025 Charity name: Forget-Me-Not Buddles (rameslde) Charlty reglstration number: 1183245 Objecttves and A£tlvlUes Summary of the Pufposes of the charty as sel out in rts goveming dUm To relieve the ne$ of persons living with demontia togothar with their carers living In lamoside and tho surrounding area by provlding education, training> Infom)atlon and advice, social evènts and outlngs at regular sessions, and to havo a resource of activities which provide stimulation for those living with dementia to help improve quallty of Ilfe for them and their caf•rn. Summary of the main activtties in relakn.on lo th¢xe purpw5 for the publi benèfit, in particular, the actlvrt, propcts rvices identifth Hi the accounts. As prnvlous years Buddies ¢ontinueg to offer a range of supplemented actlvltios to the attendees. In the financlal year boing reported upon there have boon 46 weekty Monday Club so88ions (only closed Bank Holidays and ChrislmaslNew Year weèk) comprising of Live Entertainrrn( Bingo, Dancing, Theme •ntslparti88 all with refreshments ranging from Coffee with biscuitslcak88 to full blown buffets and hot meals. In addition to this there 18 a monthly group event Ten-Pin Bowllng. a monthty group event to a local PublRestaurant for live entertainmant and a further monthty 'coach trip, offering varlous options- shopplnglentertalnmenl hotel meaventsrtainmenl train rideBlmeal4 canal boat oxcurslons - all ar& a lull day with coach travel paid by club furKI8 and oth actbvity Costs supplomontod by club fund& ststemenl cfirm1rKj whether the tru&ees have h1 regard to the guidance issu8J by Ihe Charty CommiOn on putlic benefit All Trustees have had regard to the guidance issued by the Charty Commission on public benefit and have taken this guidanc8 Into account when making any decision it is rolevant to. Additional Infornwtion Policy on grant making Forget-MevNot Buddlos does not make grants to any other individual, organisation or charity
Policy on sctial investment including prcrfJram related investment For9gt-MfrNot Buddios holds no investments and holds the funds it has as general oporating monies and roserves in on8 main BUsineSCharlty account. The funds sefvè as a contingency plan to allow thè group support to continuè and operate in tho ent that Income dwindlos {l.e. Covid closure when we continued to support from a distsnce by delfvorlng food, masks, hand sanitisor and smaller group a¢tiviti8s as allowed by the guidelines at that tlmo to our cared for and carers). We have not applied for any grants or assistance in this financlal year and have no plans to do so in tho near future. Contribution made by volunteers Forget-Me-Not Buddies is totalty r8liant on It's Trustees and Voluntsors- wlthout them the group would not exist Trustoos and Volunteers make the sarrn monetsry contributions Ifor Refreshmonts) a8 attondees at Monday Club albeit thoy aro there to serva the attendees their refreshn*nts and assist with the soclalising aspects - danciffj, bingo, qulz etc. No Individual Trustso or Voluntsor roceivos any paymont for any of their time. We currenlly have 11 long 8tandlng Volunteers in additlon to tho 5 Tru8te8s116 In total). Achievements and Perfonnance Summary of the main achievem8nts of the charrty. identifying the dIfferee the charity's work has made to the circumstances of its beneficiaries and any wi benefits to socth as a whole. Forget-Mo-Not Buddles ¢ontlnues to be ong of - If not the, bigggst D•MtIa Support group In Tawide. Moro mombers are now joining from further afield. Ow details are givan out in GP surgorlos, Included in the documontation handed out at the Memory Cllnlc and wordwof4nouth also brings in new paoplo needing our supporL We have a private Facebook Group and public page whore non-attonde•8 can see what events we are offering. We have a WhatsApp group that Is active and our Attendees and Volunteers chat on a daily basi& We are proud to say that Forget-M&Not Buddlos is very well known In thè Tam•8ldo and surroundlng areas. Financial Review RevieN of the charity's financial pogbon at w¥J of fv Fenod Forgot-Me-Not Budd188 continuos to thrlve and has sufficiont reswves to ensure Continuation of the group in thg fUre. Statement explainirnJ policy for hokling wrves slatiro why they are held Forget-MevNot Budd188 holds tho funds it has as gèneral operating monies and reservo8 in one maln Businesslcharity account The funds serve as a ontingency plan to allow the group support to continue and opwats In the ovent that incomg dwindles {i.e. Covid c108ure when we continued to support from a dlsLgnce by dollverlng food, masks, hand sanitiser arKI smaller group activitios as allowed by the guidolines at that time to our cared for and carers . We have not a liod for an rants or
a88iStanc• In this financial year and have no plan• to do so in the near future. Genaral operating monies and reserves at end of financial year stand at £44.954.27 Amount of reserves hekl Reasons fv hokling zero reSe8S Details of fund maenally in deficrt Explanath3n of any uncertainties aLx)ut th& charity cclnU1ftU as a oncem N/A N/A N/A Structure, Governance and Management Type of govémir•3 document Maln Constltutlon How is the charty contU1? Charita>le Incorporated Oryanisation Trustee $eledn methtsas includirKJ details d any constitutional provisions e.g. e*tion to post ¢y name of any person (Y b)ty entrtl&l to apwnt one or mcye Flnding Voluntegrs vtho want the responsibilty of ing a Trustse is very difficult, and due to tha requiremont for the support of our group we find that people interested are 'of an ago,. Wo curronlly have 5 Trustoes - 4 original Trusto from registration who are happy to contlnue In post- agreed at AGM - and one additional Trustee who originally attended as a Caror and following tha lom of her husband voluntsored to bgcome a Truste Reference and Administrative details Chartty name FortrNOt Buddios (Tamosldè Other name the charity uses Buddies Rè3iStw•Y charty numb 1183245 Chartty's principal address clo 61d L•icest•r Road Failsworth Manchestsr M35 OGW Names ot the charlty truste8s who manago tho charty N8rn•of pernon lor bodyl tyntrtd to appolnt trus¢•e I In Cfft•111 aryl D•t•• ••¢1 tt not forwhol• y••r Roy Willlam BATE BEM Vivian Ann SHILTON Carrol ASHTON Joanno MCDONALD Lilo Presidènt Chair Assistant SecrelarylTrea8urer Attendea Llalson & Welfare Beryl WALKER
te trustees- nanw of the dMECtOlS 8t th8 date the r8 Ir8ctor name was N/A Name of InleeS hddi Trt•0 n•m• N/A N/A to the chant D•t•s •ctedlf nfAfw wlK4• N/A N/A N/A Funds held as custodian trustees on behalf of others DeSCriptK of the assets N/A hekl in this ca Name and objects of the chanty on whose tehaff th8 assets are I1 a1 IKM this falls within the custcthn chant ts Details of arrangenlents ILY safe custt)Yy and segregation of surh assets from the chaiity's (wn assets ttsto Additional Inlorm#ion (option*) Names and addretsts of a(fvlsws (Optional information) e ofathw Name N/A N/A Name of chlef exe¢utlve or names of senlor staff mwnberJ (Optional informatlon) N/A Exemptions frnm disclosure Reason for nLvFdisclasure of ke onn81 detas N/A Othero N/A tional inft>m?ation Declarations The trustoes declaro that thoy have approved the trustees, roport above. Signed on hall of the charltys trustoes Slgnature(s) Full nam•(s> Posltion leg Sacretary, Chair, otc) Carrd Ashton VNian Ann SHILTON SLYretaryrrreawrer Chair 01.1.25
FORGET-ME-NOT BUDDIES ffAMESIDE) REPORT TO THE MEMBERS ON THE UNAUDITED FINANCIAL STATEMENTS OF FORGET-ME-NOT BUDDIES ITAMESIDE) FOR THE YEAR ENDED 31 hlARCH 2025 I rep)rt on the accounts for the year ended 31 March 2025 as set out on pages 4 to 6. Respective Reyponsibilities Df Trnsteeg alld Examiner As the charity'5 trustees you are responsible for the preparation of the accounts in accordance M'ith the requirem¢nts of the Charities Act 2011 {'kne Act-}. The charil) s trustees consider an audit is not required for this year under section 144 of the 2011 ACL 8nd that an independent examination is needed. It is m). responsibility. &s independeni examiner lo.. exarnine the accounts under section 145 of ihe 2011 Act follow. the applicable Directions given b>. the Charity Commissioners under seaion 14515Xb) ofthe2011 ACL and - to slate whether particular matters have c4)me to my attention Basis of IndtpendeDI Examinen Report My examination was carri¢d out in accordance with the DiTeclions given by the Charity commission. An exatnination includes a review of the accounting records kept b), the chariry and a comparison of the accounts presented with those records. It also include5 considerntion of an) unusual iiems of disclosures in the accounts. and seeking explanaiions from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that w'ould be requir¢d in an audil. and consequently I do not express an audit opinion on the accounts. Independent EJ8minern StstemeDt I have completed my examination for ihe year ended 31 March 2025. l Can confirni thal no material Malle have come to my attention in connection with ihe examination which gives me Cause to believe thai in. onv material resirct.. accounting records were noi kept in accordan¢¢ with section 130 of the 2011 Ad or - th¢ 3ccounls do not accord with the accounting records to comply with the accounting requirements ofthe 2011 Aci I have no ¢oncerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper Understanding of the acwwits to be reached. J- 21• July 2025 Miss Jacqueline Bird F.M.A.A.T. Lomtnunity Ac£ounting Lan¢ashire C.l.C. Foxfields 9 Norley Close Chadderton Oldham OLI 2RA
FORGET-ME-NOT BUDDIES (TAMESIDE) RECEIPTS AND PAYMENfs AccouKr FOR THE YEAR ENDED 31 MARCH 2025 Unrestrictrd FuThlg 2025 Restricted Fundj 2025 Total Funds 2025 Total Funds 2024 Noles RECEtvrs Granis Donalion5 Attendee Trip Contributions Fundraising Ten Pin Bowling Refunds Other Income Monday Club Entrance Fees Donations Fundraising TOTAL RECEivrs 6,604 13.402 4.930 8,803 12.644 5,273 42 77 13.402 4,930 65 65 8.187 8,187 862 83 34,133 8,958 1,343 34,133 37,140 PA YMENTS Trips & Events Coach Hire Attendee Gifts & Deliveries Refreshments (in¢luding Parties) Equipment Fundraising (Raffles & Cards) Ten Pin BO.]In8 Bingo Tickets & Prizes Photographs Room Hire Entertainment Postage. Prinling & Stattonery InsurdEkC¢ Subscriptions & Licences Accountsnc). Fees Trustee & Volunteer Training Sundries Monday Club Entertainment (Artists) Room Hire Refunds Prizes ResoLbrces Sundries TOTAL PAYMENTS 14.478 4,795 993 14.478 4.795 993 2,609 425 .753 192 38 12,998 6,045 840 2.180 310 1,723 425 .753 192 38 129 1.680 165 640 ?70 80 495 533 12 1.680 265 640 270 80 495 533 12 265 941 270 80 495 17 4.620 4,620 1.800 4,400 1,430 81 30 35.708 30 35.708 32.403 Net of recelp¢s/(p8yments) (1.575) (1,575) 4.737 Cash futtds &8 at 31 Marth 2024 46.629 46,629 41,892 C*sh funds as at 31 March 2025
FORGET-ME-IYOT BUDDIES (TAMESIDE) sTATEmEr OF SETs AND LIABILITES FOR THE YEAR ENDED 31 hlARCH 2025 UDres¢rided Reslricted Funds Funds As¢ Ast 3111)3ns 31103n5 Total Funds Asat 31103125 Tothl Funds Asat 31103124 CASH FUNDS Bank Petty. Cash 44.954 44,954 46,609 LIABILTTIES- fee for Independent Examination The financial statements were approved by the Board of Tntee5 (m the 19th of July 2025 and signed on their behalf.. Vivian Anne Shilton Cbair Carrol AshtOTt SeCretsryrealllrtr
FORGET-ME-NOT BUDDIES (TAMESIDE) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 l. Receipts and payments aC¢OUDts Receipts and payrnents accounts are sthtements that summarise the moi'ement of cash into and out of the organisation duri[ the finoncial y¢ar. In this ¢ontext"c8sh iwludes cash equivalen for example, bank accounls where ca%h can be readily withdrnwn lo paj for debts as thes. become due. 2. FuDd Anr4tysis Balance at l April 2024 Rettipts Payments Transfers Balance t31 Mgr¢h 2025 Fund Unrestricted FuDds 46.629 34.133 (35,708) 45,054 Restricted Funds TOTAL FUNDS