## **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)** 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 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.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |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.**| ## **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 £1,827**
**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.**| ## **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|**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** |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||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 **----- Start of picture text -----**
Director name
**----- End of picture text -----**
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 y￿r t￿ n••r••t £ I"I' tti rwr••t£ I A1 R•e2ip IJW4Ti¢X8 a FUNDAAk81NG C￿FILEY¢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 CATERI￿3 & OL￿11%￿18 &4LARY 7m 1W7 INSU BEFRIENDIK13 NETWO POSTAGE & STAMCWERY DBS CHECKS 347 110 PFiIKllNG & DESIGN TRAINING TELEPHCWE sur￿1188 CLYnW & IMI￿Lth 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, tsn*r•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 18*2 ! Unro¥lrl¢lod [- F￿￿￿¢t•d l Endowment fund• lund• fund• to nMrn#£ l•nMrMI£ Detalls I￿tr*wh1￿h Dets115 B3 Inv8•lmant Detallg B4 Asiots rotslned lor Iho ¢lwrW• awn u•• Detsll¥ B5 Uobllltlo• RZ ￿￿nI0￿&s) stgnéd Ortr￿ on s￿n￿re 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 aCC￿nts 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. s￿n•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. Inde￿ndent 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 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 y￿r t￿ n••r••t £ I"I' tti rwr••t£ I A1 R•e2ip IJW4Ti¢X8 a FUNDAAk81NG C￿FILEY¢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 CATERI￿3 & OL￿11%￿18 &4LARY 7m 1W7 INSU BEFRIENDIK13 NETWO POSTAGE & STAMCWERY DBS CHECKS 347 110 PFiIKllNG & DESIGN TRAINING TELEPHCWE sur￿1188 CLYnW & IMI￿Lth 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, tsn*r•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 18*2 ! Unro¥lrl¢lod [- F￿￿￿¢t•d l Endowment fund• lund• fund• to nMrn#£ l•nMrMI£ Detalls I￿tr*wh1￿h Dets115 B3 Inv8•lmant Detallg B4 Asiots rotslned lor Iho ¢lwrW• awn u•• Detsll¥ B5 Uobllltlo• RZ ￿￿nI0￿&s) stgnéd Ortr￿ on s￿n￿re 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 aCC￿nts 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. s￿n•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. Inde￿ndent 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