## **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)**| |**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