Trustees’ Annual Report for the period
From 1st February 2021 Period start date To 31st January 2022 Period end date
Charity name: NEW FRIENDS FOR YOU
Charity registration number: 1186686
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote social inclusion for the public benefit by preventing people resident in Chorley and the surrounding area from becoming socially excluded, relieving the needs of those people who are socially excluded and assisting them to integrate into society. For the purpose of this clause “socially excluded” means being excluded from society, or parts of society, as a result of one or more of the following factors: old age. ill health (physical or mental), disability or bereavement |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
All these activities were for the public benefit of the people of Chorley and surrounding area. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees confirm that they have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference N/A Para 1.38 Policy on grant making
| Policy on social investment including program related investment |
Para 1.38 | N/A |
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | Volunteer befrienders give up at least one hour of their time each week to visit lonely and isolated people but due to Covid restrictions at the beginning of the year this was not possible and telephone calls were made instead, with volunteers helping by delivering medicines and food supplies to their befriended people and having doorstep conversations. At the beginning of the year we were befriending 170 people, but as a result of the contribution from our volunteers (telephone and/or visiting support) 58 people no longer needed our help. At the end of the year our volunteers had reduced to 72 from over 100, as many who volunteered during Covid lockdowns had returned to work. All the volunteers contributed many hours to the charity. We also had volunteers who acted as table leaders for the Talking Tables; volunteers who helped run the After Loss Club; co-ordinator volunteers who each managed a number of the visiting volunteers; trustee volunteers who organised events, fund- raising, leaflet distribution and making / EasterChristmas cards. Up until December 2021 our charity was run solely by volunteers, but due to the increasing dependence on our services and the subsequent increased administration workload we managed to obtain joint funding from the National Lottery and McCarthy Stone to pay one year’s salary of a part time office manager/administrator. Susan Forshaw, who had been working voluntarily in the office for five years was delighted to be employed in this role on a part time basis. |
| Other |
Achievements and Performance
SORP reference
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | In normal years we would arrange lunches or afternoon teas for our supported people, but due to Covid restrictions we were unable to do that for the first half of the year. However, with funding from Chorley Council and Redrow Homes we delivered Easter eggs to 150 of our supported people, together with an Easter Card (made by one of our trustee volunteers) which surprised and delighted the recipients. As restrictions were relaxed it was possible to re-start the After Loss Club for the bereaved to enable them to get together and socialise with an average attendance at the club of between 16 and 20. In July 2021 we started a new scheme called “Talking Tables” which involved several cafes in the Chorley area providing one table for one hour each week specifically for lonely people on their own to meet others to socialise again following Covid restrictions. We recruited a volunteer table leader for each cafe to welcome people and help them to socialise. Chorley Council provided funds to enable us to print a banner and leaflets, etc. to promote this service. By the end of the year many new friendships had been formed by the visitors to these tables. Social distance visiting started again towards the end of the year for those elderly people who were reluctant to venture out. In November we had a 5th birthday celebration at Chorley Town Hall attended by over 100 people - some of our befriended people, those from the After Loss Club and also those who attended the Talking Tables. This was funded by the Postcode Community Trust. The people in the Chorley and surrounding area have benefited by having a local charity which is able to help not only those elderly people who may be housebound, but other lonely or bereaved people who can attend our After Loss Club or one of our many Talking Tables. |
|---|---|---|
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | In a very difficult year we managed to carry on with our charitable activities and achieved our objectives of alleviating loneliness. |
|---|---|---|
| Performance of fundraising activities against objectives set Para 1.41 We secured sufficient funds to enable us to achieve our objectives. Funds were raised through grants and donations. Investment performance against objectives Para 1.41 N/A Other |
|
|---|---|
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of our financial year we were holding £1,542 of unrestricted funds and £22,119 of restricted funds. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We hold a small amount of reserves towards running expenses which may not be covered by restricted funds |
| Amount of reserves held | Para 1.22 | £1,542 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | We have no uncertainty about the charity continuing as a going concern. |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Fundraising event £458 Donations £389 Grants £20,759 These grants and donations supported our chief objectives by providing running expenses to manage the day to day running of the charity, administrator’s salary and social events bringing people together. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | We do not consider that the charity is facing any financial risks at the present time. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated 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 | Any new trustees are appointed by the existing trustees. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | We endeavour to access appropriate training for our trustees which was on line this year. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | We have 5 trustees who make decisions concerning annual expenditure. The day to day running of the charity is managed by our Chair and Founder, together with the now employed administrator/manager and volunteer office helpers. Decisions concerning expenditure of small amounts are delegated to our administrator/manager with decisions concerning larger scale expenditure being made by the trustees. |
| Relationship with any related parties |
Para 1.51 | We do not have any related parties, but we do have a strong association with Chorley Council, who not only refer people to us who need our services, but are very supportive with funding and advice and the free use of office space in a local community centre. |
| Other |
Reference and Administrative details
| Charity name | NEW FRIENDS FOR YOU |
|---|---|
| Other name the charity uses | FRIENDS FOR YOU |
| Registered charity number | 1186686 |
Charity’s principal address 43 KENSINGTON DRIVE, HORWICH, BOLTON, BL6 6AE
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) |
|
|---|---|---|---|---|
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Marjorie Hayward |
Chair | ||
| Brenda Oakes | Treasurer | |||
| Catherine Mould |
||||
| Sally Called | ||||
| Paul Lengden | ||||
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
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees Signature(s) M. Hayward C. Mould Full name(s) Marjorie Hayward Catherine Mould Position (eg Chair Secretary, Chair, etc)
Date 8/9/2022
| CC16a | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| NEW FRIENDS FOR YOU | 1186686 | ||||||||
| Receipts andpayments accounts | |||||||||
| For the period from |
period start date | To | Period end date | ||||||
| 1st February 2021 | 31st January 2022 | ||||||||
| Section A Receipts and payments | |||||||||
| Unrestricted funds |
Restricted funds | Endowment funds |
Total funds | Last year | |||||
| to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | |||||
| A1 Receipts | |||||||||
| BALANCE BROUGHT FORWARD | 695 | 8,170 | - | 8,865 | 490 | ||||
| DONATIONS & FUND RAISING EVENTS | 847 | - | - | 847 | 506 | ||||
| NATIONAL LOTTERY ConnectingLonely | 530 | 530 | - | ||||||
| NATIONAL LOTTERY CommunityFund | - 0 | 6,597 | - | 6,597 | - | ||||
| REDROW HOMES | 500 | - | 500 | - | |||||
| CO-OP LOCAL COMMUNITY FUND | - 0 | 4,527 | - | 4,527 | - | ||||
| McCARTHY STONE | - 0 | 5,000 | - | 5,000 | - | ||||
| CREDIT FROM PRINTQUARTER | 97 | 97 | |||||||
| CHORLEY COUNCIL DBS CHECKS | - 0 | 2,000 | - | 2,000 | - | ||||
| CHORLEY COUNCIL - AFTER LOSS | 1,500 | 1,500 | - | ||||||
| LANCS COUNTY COUNCIL | - 0 | 105 | - | 105 | - | ||||
| Sub total_(Gross income for AR) _ | 1,639 |
28,929 | - | 30,568 | 996 | ||||
| A2 Asset and investment sales, (see table). |
|||||||||
| - 0 | - 0 | - 0 | - | ||||||
| - 0 | - 0 | - 0 | - | - 0 | |||||
| Sub total | - 0 |
- 0 | - 0 | - | - 0 | ||||
| **Total receipts ** | 1,639 |
28,929 | - 0 | 30,568 | 996 | ||||
| A3 Payments | |||||||||
| CATERING & OUTINGS | - 0 | 2,986 | - | 2,986 | - | ||||
| WAGES | - 0 | 1,721 | - | 1,721 | - | ||||
| TRAVEL EXPENSES | 204 | - | 204 | 257 | |||||
| INSURANCE | - 0 | 196 | - | 196 | 196 | ||||
| POSTAGE & STATIONERY | 438 | - | 438 | 334 | |||||
| PRINTING & DESIGN | 97 | 1,038 | - | 1,135 | 112 | ||||
| COMPUTERS/SOFTWARE | 110 | - | 110 | 2,891 | |||||
| DBS checks | - 0 | 42 | - | 42 | - | ||||
| - |
CCXX R1 accounts (SS)
11/02/2022
1
| TELEPHONE | - | 72 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| TRAINING | - | 230 | |||||||
| BEFRIENDING NETWORKS SUBS | 75 | - | 75 | 75 | |||||
| **Sub total ** | 97 |
6,810 | - | 6,907 | 4,167 | ||||
| A4 Asset and investment purchases,(see table) |
|||||||||
| - 0 | - 0 | - 0 | - | ||||||
| - 0 | - 0 | - 0 | - | ||||||
| **Sub total ** | -0 |
-0 | -0 | - | - 0 | ||||
| **Totalpayments ** | 97 |
6,810 | - 0 | 6,907 | 4,167 | ||||
| **Net of receipts/(payments) ** | 1,542 |
22,119 | - | 23,661 | - 3,171 |
||||
| A5 Transfers between funds | - 0 | - | - | - | - | ||||
| A6 Cash funds lastyear end | - 0 | - | - | - | - | ||||
| **Cash funds thisyear end ** | 1,542 |
22,119 | - | 23,661 | - 3,171 |
||||
| Section B Statement of assets and liabilities at the end of the period | |||||||||
| Categories | Details | Unrestricted funds |
Restricted funds | Endowment funds |
|||||
| to nearest £ | to nearest £ | to nearest £ | |||||||
| B1 Cash funds | NATIONAL LOTTERY | 5,312 | - | ||||||
| CO-OP COMMUNITY FUND | - | 4,018 | - | ||||||
| LANCASHIRE COUNTY COUNCIL | 27 | ||||||||
| POSTCODE COMMUNITY TRUST | 5,302 | ||||||||
| McCARTHY STONE | 4,255 | ||||||||
| CHORLEY COUNCIL - DB CHECKS | 1,564 | ||||||||
| CHORLEY COUNCIL - AFTER LOSS | 1,324 | ||||||||
| REDROW HOMES | 317 | ||||||||
| BALANCE OF CASH FUNDS | 1,542 | - | |||||||
| Total cash funds | 1,542 | 22,119 | - | ||||||
| (agree balances with receipts and payments account(s)) |
OK | OK |
CCXX R2 accounts (SS)
11/02/2022
2
| Unrestricted funds |
Restricted funds | Endowment funds |
|||||
|---|---|---|---|---|---|---|---|
| Details | to nearest £ | to nearest £ | to nearest £ | ||||
| B2 Other monetary assets | - | - | - | ||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||||
| B3 Investment assets | - | - | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
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| B4 Assets retained for the charity’s own use |
Computer & Office equipment | - | 400 | ||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Details | Fund to which liability relates |
Amount due (optional) |
When due (optional) |
||||
| B5 Liabilities | - | ||||||
| - | |||||||
| - | |||||||
| - | |||||||
| - |
CCXX R3 accounts (SS)
11/02/2022
3
| Signed by one or two trustees on behalf of all the trustees |
Signature | Print Name | Date of approval | ||||||
| M. Hayward | Marjorie Hayward | 8/9/22 | |||||||
| C. Mould | Catherine Mould | 8/9/22 |
CCXX R4 accounts (SS)
11/02/2022
4