Trustees’ Annual Report for the period
From 31/1/22 Period start date To 01/02/2023 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 pub- lic benefit by preventing people resident in Chorley and the surrounding area from becoming socially excluded, reliev- ing 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 activit- ies in relation to those pur- poses for the public benefit, in particular, the activities, projects or services identi- fied in the accounts. |
Para 1.17 and 1.19 |
Befriending, Talking Tables & After Loss Club and outings to bring lonely people together in a social setting. All these activities were for the public bene- fit of the people of Chorley and sur- rounding area. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Com- mission 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 volun- teers |
Para 1.38 | Volunteer befrienders give up at least one hour of their time each week to visit or telephone lonely and isolated people. The volunteer table leaders host our Talking Tables which bring together lonely people in a social setting. One of our volunteers occasionally helps our Founder to run our After Loss Club for people who are bereaved. |
| 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 be- neficiaries and any wider benefits to society as a whole. |
Para 1.20 | When we started the Talking Tables scheme in 2021 the number tables in local cafes was 5. By the end of 2022 the number of tables increased to 16. Lonely people attend these tables and make lasting friendships, even having outings and holidays together. This has changed many lives for the better by bringing isolated people back into the community. Our After Loss Club continued to offer 2 sessions each week, supporting 30 to 40 people. 61 of our befriended people no longer needed support by the end of the year. We arranged a Christmas party for the befriended people and their volunteers. Many of these people had not left their homes since COVID and they all enjoyed their outing. All these activities contributed to the general wellbeing of the people we sup- port. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against ob- jectives set Para 1.41 With all our charitable activities we have achieved our objectives of alleviating loneliness in the elderly. Performance of fundraising activities against objectives set Para 1.41 We secured sufficient funds to enable us to achieve our objectives. Funds were raised mainly through grants and donations. Investment performance against objectives Para 1.41 N/A Other |
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|---|---|
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s fin- ancial position at the end of the period |
Para 1.21 | At the end of our financial year we were holding £483 of unrestricted funds and £6451 of restricted funds |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We are aiming to hold sufficient in re- serves to cover up to 3 months’ running expenses to bridge any possible delays in receiving promised grant monies or managing payments for the general running of our charity. |
| Amount of reserves held | Para 1.22 | £483 at the end of our financial year. |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncer- tainties about the charity continuing as a going con- cern |
Para 1.23 | We have no uncertainty about the char- ity continuing as a going concern hav- ing recently been offered grant funding for the next 3 years. |
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 | Donations and fundraising £1,078 Council grant £5,000 Brought forward from 2022 £22,119 |
|---|---|---|
| Investment policy and ob- jectives 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 consti- tuted? (e.g unincorporated associ- ation, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any con- stitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | New trustees are appointed by the exist- ing trustees. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures ad- opted for the induction and training of trustees |
Para 1.51 | The induction and training of trustees is currently done on line’ |
|---|---|---|
| The charity’s organisational structure and any wider network with which the char- ity works |
Para 1.51 | We have 5 trustees who make decisions concerning annual expenditure and fu- ture plans for the charity. The day to day running of the charity is managed by our Chair and Founder, together with our employed office manager and volun- teers helpers. |
| Relationship with any re- lated parties |
Para 1.51 | We do not have any related parties, but we have a strong association with Chor- ley Council, which not only refers people to us who need our services but is very supportive with funding and ad- vice 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
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Marjorie Hay- ward |
Chair | |||
| Brenda Oakes | Treasurer | |||
| Catherine Mould |
||||
| Sally Calley | ||||
| 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 segrega- tion 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/E/ HAYWARD
Full name(s) Marjorie Edith Hayward
Position (eg Sec-retary, Chair, etc)[Chair]
Date 7th September 2023
| Charity Name | Charity Name | Charity Name | Charity Name | Charity Name | No(if any) | No(if any) | CC16a | ||
|---|---|---|---|---|---|---|---|---|---|
| NEW FRIENDS FOR YOU | 1186686 | ||||||||
| Receipts andpayments accounts | |||||||||
| For the period from |
Period start date | To | Period end date | ||||||
| 01/02/2022 | 31/01/2023 | ||||||||
| 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 | 1,542 | 22,119 | - | 23,661 | |||||
| DONATIONS & FUNDRAISING | 1,078 | - | 1,078 | ||||||
| CHORLEY COOUNCIL GRANT | - 0 | 5,000 | - | 5,000 | |||||
| - 0 | - | - | - | - | |||||
| - 0 | - | - | - | - | |||||
| - 0 | - | - | - | - | |||||
| - 0 | - | - | - | - | |||||
| - 0 | - | - | - | - | |||||
| Sub total_(Gross income for AR) _ | 2,620 |
27,119 | - | 29,739 | - | ||||
| A2 Asset and investment sales, (see table). |
|||||||||
| - 0 | - 0 | - 0 | - | ||||||
| - 0 | - 0 | - 0 | - | - 0 | |||||
| Sub total | - 0 |
- 0 | - 0 | - | - 0 | ||||
| **Total receipts ** | 2,620 |
27,119 | - 0 | 29,739 | - 0 | ||||
| A3 Payments | |||||||||
| CATERING & OUTINGS | 4 | 8,492 | - | 8,496 | - | ||||
| SALARY | - 0 | 10,647 | - | 10,647 | - | ||||
| TRAVEL EXPENSES | 836 | 194 | - | 1,030 | - | ||||
| INSURANCE | 142 | 54 | - | 196 | - | ||||
| BEFRIENDING NETWORKS | 75 | - | 75 | - | |||||
| POSTAGE & STATIONERY | 224 | 186 | - | 410 | - | ||||
| DBS CHECKS | - 0 | 347 | - | 347 | - | ||||
| COMPUTER SOFTWARE | - 0 | 110 | - | 110 | - | ||||
| PRINTING & DESIGN | 254 | - | 254 | - | |||||
| COMPUTER | 500 | 500 | |||||||
| COMPUTER INSTALLATION | 165 | 165 | |||||||
| STAFF TRAINING | 409 | 409 |
CCXX R� accounts (SS)4
04/02/2023
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| SUNDRIES - TURF | 22 | 22 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| TELEPHONE | 144 | 144 | |||||||
| **Sub total ** | 2,137 |
20,668 | - | 22,805 | - | ||||
| A4 Asset and investment purchases,(see table) |
|||||||||
| - 0 | - 0 | - 0 | - | ||||||
| - 0 | - 0 | - 0 | - | ||||||
| **Sub total ** | -0 |
-0 | -0 | - | - 0 | ||||
| **Totalpayments ** | 2,137 |
20,668 | - 0 | 22,805 | - 0 | ||||
| **Net of receipts/(payments) ** | 483 |
6,451 | - | 6,934 | - | ||||
| A5 Transfers between funds | - | - | - | ||||||
| A6 Cash funds lastyear end | - 0 | - | - | - | - | ||||
| **Cash funds thisyear end ** | 483 |
6,451 | - | 6,934 | - | ||||
| 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 | CHORLEY COUNCIL - AFTER LOSS | - | 716 | - | |||||
| CHORLEY COUNCIL - DBS | - | 774 | - | ||||||
| CHORLEY COUNCIL - SALARY | - | 3,619 | - | ||||||
| CO-OP - OOUTINGS | 1,342 | ||||||||
| BALANCE OF CASH FUNDS | 483 | ||||||||
| Total cash funds | 483 | 6,451 | - | ||||||
| (agree balances with receipts and payments account(s)) |
OK | OK | |||||||
| Unrestricted funds |
Restricted funds | Endowment funds |
|||||||
| Details | to nearest £ | to nearest £ | to nearest £ | ||||||
| B2 Other monetary assets | - | - | |||||||
| - | - | ||||||||
| - | - |
CCXX R� accounts (SS)5
04/02/2023
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| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
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| 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 |
OFFICE EQUIPMENT | - | 700 | ||||||
| - | - | ||||||||
| - | - | ||||||||
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| - | - | ||||||||
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| Details | Fund to which liability relates |
Amount due (optional) |
When due (optional) |
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| B5 Liabilities | - | ||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
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| Signed by one or two trustees on behalf of all the trustees |
Signature | Print Name | Date of approval |
CCXX R� accounts (SS)6
04/02/2023
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P. Lengden PAUL LENGDEN 23/03/2023
CCXX R� accounts (SS)7
04/02/2023
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