2024-01-31-accounts - New Friends For You

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Trustees’ Annual Report for the period

From 1st February 2023 Period start date To 31st January 2024 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 benefit of the people of Chorley and surrounding 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)

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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 of tables in local cafes was 5. By the end of 2022 the number of tables increased to 16 and at the end of 2023 these had in- creased to 23. Lonely people attend these tables and make lasting friend- ships, even having outings and holidays together. This has changed many lives for the better by bringing isolated people back into the community and liv- ing life again. Our After Loss Club for those who have been bereaved has increased from 2 sessions each week to 3, supporting more than 50 people. We continue to support over 100 be- friended people whilst many having de- cided our support is no longer needed. We arranged several afternoon teas and a Christmas party for the befriended people and their volunteers. Many of these people are disabled and very rarely leave their homes and they all en- joyed their outings. Several dinners were also arranged for the members of our After Loss Club as well as many parties and celebrations for the people who attend the Talking Tables. All these activities contributed to the mental health and general wellbeing of the people we support.

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Achievements against ob- jectives set	Para 1.41	With all of our charitable activities we have achieved our objectives of alleviat- ing 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 £18,382 of restricted funds and £4,829 of unrestricted funds, which in- cludes £3178 in our Reserves Account.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We aim to hold sufficient in reserves to cover up to 3 months’ running expenses to bridge any possible delays in receiv- ing promised grant monies or managing payments for the general running of our charity.
Amount of reserves held	Para 1.22	£3,178
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 as we have grant funding from the National Lottery for the next 3 years’ running ex- penses for which we are very grateful.

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The charity’s principal sources of funds (including any fundraising)	Para 1.47	Donations and fundraising £1,827 Council grants £7,000 Other grants £26,368
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.

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Policies and procedures ad- opted for the induction and training of trustees	Para 1.51	Trustee training 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

Trustee name	Office (if any)	Dates acted if not for whole year
Marjorie Hay- ward	Chair
Brenda Oakes	Treasurer
Catherine Mould
Sally Calley
Paul Lengden		1/2/23 - 4/7/23
Keith Singleton		7/9/23 - 31/1/24

Corporate trustees – names of the directors at the date the report was approved

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Director name
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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

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

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 BJ Oakes Full name(s) Marjorie Hayward Brenda Jane Oakes Position (eg Sec- Founder Trustee retary, Chair, etc) Chair of Trustees

Date 7/3/2024

CHARITY COMMISSIO FOR ENGLAND AND WALE NEWFRIENDS FOR YOU Recelpts and payments accounts CC16a For th• rIod To 0110*20Z4 Section A Receipfs and payments Unre•trtrfeO lund• Regtrlcted Endowm•nt I I Totrl lund• La•1 yr t n••r••t £ I"I' tti rwr••t£ I A1 R•e2ip IJW4Ti¢X8 a FUNDAAk81NG CFILEY¢OLTrIcIL- qf8nt DLCHYOF LAN¢ASTEFI YAPP. grant &4RCHE8TER-arant CHORLEY COUNCIL. GRANT M¢CARTHY STONE-gr8nt LCCAL GIVING IM4lo UtU• Gr4ntsl NFU MLrruAL. a[d to M. LANC8 COUTrlfY COUNCIL. ryam NAnONAL LOThERY- rant NAnONAL LOTfERY- ra RECEIVED FROM rr MEMBER8 REFUND OF EYIROA PAYMENT AR (4oD tsblel. Sub CATERI3 & OL11%18 &4LARY 7m 1W7 INSU BEFRIENDIK13 NETWO POSTAGE & STAMCWERY DBS CHECKS 347 110 PFiIKllNG & DESIGN TRAINING TELEPHCWE sur1188 CLYnW & IMILth ERFIOFI PAYNE 114 Sub totsi Tot•1 rA5 Tran•ler• botwmn iundl 'M Ca•h iuiith Inst ond Cash lund8 thls •nd F11 a¢unt6 ISSI _ 452 23.OB2 18 11

Section B Statement of assets and liabilities at the end of the period Unr••trlct•d I ', RMtrlcl•d Endo t•rw••t¢ I, tsnr•tt£ to nwr••t £ B1 Co•h IwMI• CHOFILEY COUNCAL.AFfER LOSS CHDALCY COUNf.jL DBS VXCARTHY STONE . RUNNINC NATION Lofi'ÈA Y AUNNING NA TIONII LofTER Y. EVJLUATIOP4 RESERVES FUND BALANCE CASH Tothl c••h lund8 182 ! Unro¥lrl¢lod [- F¢t•d l Endowment fund• lund• fund• to nMrn#£ l•nMrMI£ Detalls Itr*wh1h Dets115 B3 Inv8•lmant Detallg B4 Asiots rotslned lor Iho ¢lwrW• awn u•• Detsll¥ B5 Uobllltlo• RZ nI0&s)

stgnéd Ortr on snre Prfnt Name MHa ard 7r CCXX R3 ac¢ounts (SS) 1W02ra124

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examlner'8 report on the accounts Section A Independent Examiner's Report R•port lo Iho trugtee&l m•mbar8 Ot NEW FRIENDS FOR YOU On aCCnts tr the year èrmled 31 JANUARY 2tr24 Charlty no (11 any) 1186686 S•t out on pageg I report to the trustees on ry examination of th8 accounts of the above charity (e Trust? for the year ended 3110112024. Regponglbllllleg and As the charty truste88 of the Trust, you are responslblg for the preparatk)n bA81• ol report of the accounts in accordanc8 wlth the requiremants of tho Gharttlgs Act 2011 (Ihe Actj. I report In respect of my examlnatlon of the Tru5Ys ac£ountg carrled out under section 145 of the 2011 Art and In carying out my examlnatlon, I have follow&S the applicable Directi(Ml8 glven by the Charlty Commisslon under 8ecti¢)n 145(51(b) ot th8 ACL Indepondent I have completed my examination. I conflm that no material Matters have oxamlnar's staiomont come to my attention in conn8Ction with the examlnatkjn whlch glves me cause to believe that in, any rnaterlal respect: accounting records were not kw in atxordance Sectlon 130 of the Act or tho accounts do not accord the acmuntlng records I have no concems and have corne across no ottTer matters in connection th the examlnatlon to whlch attentlon should be drawn in order tg gnable a proper under8tandng of the accourts to be reached. sn•d. PAUL NEWSHAM Rolevant prote89lonal qualll*&tlon(8) or body (If any): AGA 120-124 TOWNGATE LEYLAND LANCASHIRE PR25 2LQ Section B Disclosure Only Gomplete if thg examiner needs to highlight matters of concern (see CC32. Indendent examlnatlon ol charity acuunts: dlrectlons and guijance for examirnrs). IER October 2018

Glve here brlef detall• ol any hemg that Ihe examlner wl8hos10 dlgclogo. IER Octobor 2018

stgnéd Ortr on snre Prfnt Name MHa ard 7r CCXX R3 ac¢ounts (SS) 1W02ra124

Glve here brlef detall• ol any hemg that Ihe examlner wl8hos10 dlgclogo. IER Octobor 2018