Trustees' Annual Report for the period
Period start date To[Period end date ] 10th March 2020 31[st] December 2020 From
Section A Reference and administration details
Charity name
Friends of Dorothy
Other names charity is known by Registered charity number (if any) 1188461 Charity's principal address 19 Church Lane Bardsey Leeds Postcode LS17 9DH
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 (ifany) |
|
|---|---|---|---|---|---|
| Tim Gittins | Secretary | ||||
| Katie Robinson | Vice Chair | ||||
| Judith Firman | Chair (Mar–June) Treasurer |
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| David Scottow | Chair(July-Dec) | ||||
| Hannah Bithell | |||||
| Nadine Pemberton | June-Dec | ||||
| John Cannon | May- Dec | ||||
| Paul Callaghan | June-Dec | ||||
| Matthew Jameson | |||||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | |||||
| Name | Dates acted if not for whole year | ||||
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Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document Constitution (eg. trust deed, constitution)
How the charity is constituted Charitable incorporated organisation (eg. trust, association, company)
Trustee selection methods Appointed by board of trustees (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
To promote social inclusion for the public benefit by working with people who are socially excluded on the grounds of their age and sexual orientation (in particular, elderly people who identify as
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| Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) |
LGBT+) to relieve the needs of such people and assist them to integrate into society, in particular by: (a) providing a local network group that encourages and enables members to interact more effectively with the wider community (including the young LGBT+ community); and (b) raising public awareness of the issues affecting elderly people who identify as LGBT+ generally and in relation to their social exclusion.” |
|---|---|
| 1. Improve the ability, opportunity for and dignity of those disadvantaged on the basis of their identity 2. Develop a collaborative out-reach strategy, with other agencies where needed, that helps find and identify people who could otherwise be excluded 3. Build an organisation to offer them befriending, signposting to other relevant organisations, and an inclusive network group which welcomes, protects and safeguards them 4. Design and implement a social media and PR strategy to communicate effectively with members and to promote external awareness of FOD, especially within the LGBT community, that will foster mutual support 5. Encourage members to mobilize their individual skills and work together to realise and develop their strengths, with a range of regular activities and events that will encourage members to keep well, have fun and stay connected 6. Implement a fundraising programme that will minimise the dependency on, and uncertainty of, external grants needed to support continuing operations During the period the trustees have had due regard to the Charity Commission’s public benefit guidance and have taken this into account when making a decision to which the guidance is relevant. |
Additional details of objectives and activities (Optional information)
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You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and erformance p
Summary of the main achievements of the charity during the year
Almost immediately after the incorporation of the charity, the restrictions imposed by the Covid 19 pandemic prevented the continuation of the social and other activities that had been run by the social group which preceded the charity. In their place FOD introduced a series of zoom gatherings, which served to bring together members from across the region and beyond. However, not all the beneficiaries were able to take advantage of this, either because of lack of personal skills or internet access. The charity managed to address many of the barriers which members faced, supplying equipment, with FOD volunteers providing technical support.
A programme of afternoon tea deliveries once per month to selected beneficiaries was organised from September onwards, and Christmas hampers and cards were given. When lockdown restrictions were briefly lifted one face to face walk was organised.
With reference to the matters dealt with in Section F below, managing the reputational risks and the legal process placed considerable stress on the charity’s operations. However, all the activities organised for beneficiaries were carried out without interruption and with minimal loss of their support, which represents a major achievement.
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Section E Financial review
Brief statement of the The charity aims to ensure that there are sufficient funds to allow it to charity’s policy on reserves continue its operations for at least three months without income. As the operational costs of the charity have been very low, the policy will be reviewed to reflect the plans for future expansion. With reference to the matters in Section F below, the overall legal costs of the claim have been fully met by the charity’s insurance policy and Details of any funds materially restricted donations. However, at the end of the reporting period, the in deficit expenditure had exceeded receipts, so the restricted funds went temporarily into deficit.
Further financial review details (Optional information)
Section F Other optional information
During the year an unauthorised transaction was carried out by a former volunteer of the charity. As trustees have a legal duty to safeguard the charity’s assets, the charity’s lawyers were informed of the details. They advised that the matter should be reported as a serious incident to the appropriate authorities, including the Charities Commission, and this was carried out. The volunteer’s lawyers issued a letter of claim against the charity and the individual trustees, pursuant to formally registering a claim for damages with the courts and serving the claim on the defendants. The claimant’s public statement questioning the behaviour and integrity of the charity and its trustees brought about a crisis of confidence amongst some beneficiaries and risked harming the charity’s work and its reputation. The trustees decided that this should also be reported as a serious incident.
By the end of 2020 no progress had been made in negotiating a settlement. The process continued intermittently throughout 2021, but by the end of the limitation period allowed for a claim to be formally processed, no notice of proceedings being issued at the courts had been received. We are advised that, at the time of writing this report, it is theoretically possible that the proceedings may have been lodged, but as yet not notified to the defendants.
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s)Tim Gittins Judith Firman Full name(s)Timothy Paul Gittins Judith Ann Firman Position (eg Secretary, Chair, etc) Chair Treasurer Date 13/12/2021 13/12/2021 |
Tim Gittins | Tim Gittins | Judith Firman | Judith Firman | |
|---|---|---|---|---|---|
| Judith Ann Firman | |||||
Chair |
Treasurer | ||||
13/12/2021 13/12/2021 |
|||||
13/12/2021 |
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| Charity Name | N | ||
|---|---|---|---|
| Friends of Dorothy | 11 | ||
| Receipts andpayments accou | |||
| For the period from |
10th March 2020 Period start date |
To | 3 |
| Section A Receipts and payments | Section A Receipts and payments | ||
|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 16,618 - - 16,618 - - 16,618 256 207 936 421 780 278 - 2,878 - - 2,878 13,740 - - 13,740 |
Restricted funds to the nearest £ - 5,000 1,000 - - 6,000 - - 6,000 571 - 5,000 - 1,956 - - 7,527 - - 7,527 - 1,527 - - - 1,527 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - |
| Charitable Donations | 16,618 | ||
| Grants received | |||
| Restricted donations | |||
| - | |||
| - | |||
| Sub total(Gross income for AR) | 16,618 | ||
| A2 Asset and investment sales, (see table). |
|||
| - | |||
| Sub total | - | ||
| Total receipts A3 Payments |
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Direct cost of services |
256 | ||
| Office and Admin | 207 | ||
| Comms & PR | 936 | ||
| Insurance | 421 | ||
| Legal & Professional | 780 | ||
| Subscriptions | 278 | ||
| - | |||
| **Sub total ** | 2,878 | ||
| A4 Asset and investment purchases, (see table) |
|||
| - | |||
| **Sub total ** | - | ||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
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| 13,740 | - 1,527 | - | |
| - | - | - | |
| - | - | - | |
| 13,740 | - 1,527 | - |
CCXX R1 accounts (SS)
13/12/2021
1
Section B Statement of assets and liabilities at the end of the perio
| Categories B2 Other monetary assets B3 Investment assets Signed by one or two trustees on behalf of all the trustees B1 Cash funds B5 Liabilities B4 Assets retained for the charity’s own use |
Signature Details Charities Age Foundation Lloyds Bank Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Details |
Unrestricted funds to nearest £ 7,046 2,859 - 9,905 Agreement Error Unrestricted funds to nearest £ - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Print N |
|---|---|---|
| TimGi | ||
| Judith F |
CCXX R2 accounts (SS)
13/12/2021
2
o (if any) 188461 unts CC16a Period end date 1st December 2020
| Total funds to the nearest £ 16,618 5,000 1,000 - - 22,618 |
Last year to the nearest £ |
|---|---|
| 16,618 | - |
| 5,000 | - |
| 1,000 | - |
| - | - |
| - | - |
| 22,618 | - |
| - | aa | |||
|---|---|---|---|---|
| - | - | |||
| 22,618 | - | |||
| 827 | - | |||
| 207 | - | |||
| 5,936 | - | |||
| 421 | - | |||
| 2,736 | - | |||
| 278 | - | |||
| - | - | |||
| 10,405 | - |
| - | ||
|---|---|---|
| - | - | |
| 10,405 | - | |
| 12,213 | - | |
| - | - | |
| - | - | |
| 12,213 | - |
CCXX R3 accounts (SS)
13/12/2021
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od
Restricted funds Endowment
funds
to nearest £ to nearest £
2,307 -
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- -
2,307 -
Agreement Error OK
Restricted funds Endowment
funds
to nearest £ to nearest £
- -
Current value
Cost (optional)
(optional)
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
Amount due When due
(optional) (optional)
-
-
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Name Date of approval
ttins 13/12/2021
Firman
13/12/2021
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CCXX R4 accounts (SS)
13/12/2021
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