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2024-10-31-accounts

The Welbeloved Club The Welbeloved Club (The Club) is a Registered Charity in England & Wales {no. 1190165) Annual report st for the year ended 31 October 2024 Main address 26 Ellenborough Close, Bishops Stortford, CM23 4HS Trustees Philip Deeks (Chairl Gillian Gill (Treasurer) Katiuscia Pulford Jean Palfreman David Royle Bankers CAF Bank Limited. 25 Kings Hill Avenué. West Malling, Kent, ME19 4JQ and. Metro Bank, One Southampton Row, London, WC1B SHA The Club's structure. governance and management The Club was established as a charity in August 2017 and registered with the Charity Commission in January 2020. The Club is constituted as a Charitable Incorporated Organisation {ClO). The Club is overseen by its trustees for the benefit of its members. A new trustee must have the necessary skills, knowledge. and experience and be appointed by a resolution passed at a Trustees, meeting. The Trustees meet be￿een 4 and 6 times a year. Week-on-week the Club is managed by Jo Sydes {nee Gill), who set up the Club. Around the end of the period a management team was set up to deal with increasing demands of various aspects of management, including volunteer recruitmenl, membership enquiries and general administration. Activities and objectives The Club arranges a full Sunday lunch once a month for its members - elderly people who are lonely and l or socially isolated. Ovér a hundred people come to Sawbridgeworth Memorial Hall. Herts {or are driven there and back as necessary} where the lunch is cooked, served and cleared away by volunteers. This facilitates social interaction in a comforting environment.

Summary of the main achievements and perfomiance during the period The Club is regularly hosting Sunday lunch for 90- 100 members per month. Through successful processes and management. the club is steadily increasing the number of members and volunteers. Both re￿1ve good communication and papenmork from the moment of enquiry through our volunteer management group, and those on a wailing list are enjoying lunch wilhin 3 months of joining. We appear to be very well regarded within the local community t(x). Many donors have helped improve the lives of our members, as we have used additional funds to purchase gifts throughoul the year, as well as any residual funds being added to the 'outreach' pot. Over £10,000 was raised through sponsored runners in the Brighton Marathon. These funds have been allocated to purchasing a van to host our agreed outreach lunches. The club has now purchased a gold bond with the London Marathon. which will give the club 4 places in the race for 4 years starting 2026. The fundraising target per runner will be £1500 so the club can both cover costs and benefit from the fundraising. We are now in a position to expand, and are hosting our first outreach 'village' lunGh in May 2025, in the village of Manuden, Herts. This will be the same model as our Sunday lunch and will host up to 30 additional members. From feedback we received we recognised that being older and living alone within a rural setting can be a perfect recipe for isolation. We hope the opportunity to come along to a welcoming lunch in the company of other like-minded people will help reduce their loneliness We successfully launched an additional 'fish and chip, lunch hosted during the Easter period. This was attended by more than 60 of our members. We have now added this as a regular Occurren￿ to our annual calendar, which gives the members the opportunity to join us for lunch over what can be a long weekend. Members enjoy a 'relaxed' version of our normal lunch setting and thoroughly enjoy Ihe opportunity to join us over Easter. The club continues lo go from strength lo strength and is constantly working with members and volunteers to resolve issues, launch new ideas and ensure the best possible experience for its beneficiaries. Our heartfelt thanks go to all our volunteers and supporters during the past year. Without you none of this would be possible.

Financial reviow Lunch receipts reflect the growing numbers and stability of the Club. This year they are approximately 10 % higher than last year. Food costs 2nd other oxponges we spend to put on the actual lunch continue to increase also, but we were able to maintain the lunch price to the members. General individual donations gro up slightly from 2023. Last yèar the Club was votgd as 'ch2rity of the yearf for a large corporate resulting in a generous donation. This was not the cage for 2024 thorefore the Club's ovarg11 donations app&ar lowér. As in previous years the Club has been very lucky in receiving donations around Christmas time from some local businesses and residents, which enables us to put on a fggst for the members free of charge. Other donations at this time meant we wér& abla to purchase an array of gifts for them too. A full list of donors for the year can be found on pag8 7. The c.lub is now recognised by HMRC to re￿1ve Gift Aid and donors are now asked if they are able to complete the declaration. This year we claimed back £1.267. The foundations were also laid for an outreaGh progiamtne to Some of the outlying villages to relieve social isolation and loneliness within the loGal, oldei cotntnunrty. To help support this idea it was decided the Club would benefit from buying a van to transport and store items. This required the Club taking on some fundraising activities, which generated over £10,000. This money will be added to other funds to be used to acquire the van. The management team of the Club work hard to engage frequently with the members outside of the usual lunches. More newsletters, printed fundiaising updates and greetings cards led to an increase in printing and postage costs this year. During the course of the year the Trustees agreed to change our primary bankers to CAF (Charities Aid Foundation) Bank. They offer us more aliqned seNices than our previous bankers. Our financial situation remains strong and we will continue lo explore any opportunities to support our members further. The Club has no debts and d￿S not nold any funds as custodian trustee. Signed on behalf ofthe trustees. 1310512025 Signed Chair Philip Deeks Dat8

The Welbeloved Club Annual Accounts st for the year ended 31 October 2024 (prepared on a receipts and payments basis) 2023 2024 Receipts Lunch receipts Grant Donations Fundraising activities Gift Aid recovered East Herts Lottery Bank Interest Mis￿lIaneOUS receipts Total receipts 11663 12745 8098 3253 10390 1267 319 238 237 28449 402 151 121 20435 Payments Cost to put on lunches (incl. hall & bus) 10496 pps 748 Hire Charges 65 Advertising & Marketing 569 Equipment & Maintenance 750 Training Insurance Admin expenses Professional Fees Volunteer & Trustee Expenses Subscriptions Mis￿lIaneOUS Tolal Payments 11890 1718 413 1311 395 1086 1800 568 291 271 17039 395 852 69 254 397 200 17499 Nel receiptsl{paymentsl 3396 10950 Capital Equipment {Assetl 3202 1409 Net receipts 194 9541 Bank and cash at the start ofthe period 18982 19176 Bank and cash al the end of the period 19176 28748

The Welbeloved Club Statement of assets and liabilities st at 31 October 2024 2023 2024 Cash assets Current account Deposit account Petty cash Total cash assets 661 18495 20 19176 1213 27451 53 28748 Other assets The Welbeloved Club owns the assets it requires to host the lunches. Currently it does not own 8ny other assets. Liabilities Nor18 expected outside those already received. These financial statements are accepied on behalf of the organisation by= Signed Treasurer Dated 1 st Ap.ril 2025

The Welbeloved Club Notes to the accounts st for the year ended 31 October 2024 1. Receipts & payments accounts Receipts and payments accounts are stalemenls that summarise the movemenl of cash into and out of the organisation during the financial year. In this contexl "cash" includes cash equivalents, for example. bank accounts where cash can be readily withdrawn to pay for debts as they become due. 2. Grants & Donations Grants Mone Total Donations Catherine Wheel PubliG House Harris Tobias David James S Sn7ith Uncle Funk Fox & Hounds Public House S Booth CM23 Conneclion magazine Bishops Stortford College CAF Bank Donation Stockley memorial Richard Lake Mary Elson Other Donations Total 175 750 150 75 100 150 20 50 50 100 522 150 500 211 3253 Note- Other donations include Just Giving & Paypal giving Total grants and donations £3253 3. Trustee remuneration The Club has no employees. Currently all work for the Club is undertaken on a voluntary basis for no payment. No payments were made to any trustees during the period.

Independent examiner's report to the trustees of The Welbeloved Club

I report to the trustees on my examination of the accounts of the The Welbeloved Club (the Charity) for the year ended 31[st] October 2024.

Responsibilities and basis of report

As the charity trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Charity as required by section 130 of the Act; or

  2. the accounts do not accord with those records.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Name: James Rowe

Relevant professional qualification or membership of professional bodies (if any):

Address: 59 Willingdon Road, Eastbourne, UK, BN21 1TR

Date: 29[th] August 2025

Independent examination of charity accounts: Directions and guidance for examiners (CC32)

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