## **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| |---|---| ## **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
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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**
**(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 �4 |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 �5 ||||||**-**||**]**||**-**| |---|---|---|---|---|---|---|---|---|---| ||||||**-**||**-**||**-**| ||||||**-**||**-**||**-**| ||||||||||| ||**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**|OFFICE EQUIPMENT||||||**-**||**700**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||**-**||**-**| ||||||||||| ||**Details**||||**Fund to which**
**liability relates**||**Amount due**
**(optional)**||**When due**
**(optional)**| |**B5 Liabilities**|||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||**-**||| ||||||||||| |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 �6 P. Lengden PAUL LENGDEN 23/03/2023 CCXX R� accounts (SS)7 04/02/2023 �7