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2023-04-30-accounts

Trustees’ Annual Report for the period

From Period start date 1[st] Of April 2022 To Period end date 31[st] of March 2023

Charity name: New Beginnings Foundation CIO

Charity registration number: 1198338

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 The objects of the CIO are to relieve the
needs of vulnerable children who are
known to Children’s Social Care for
concerns relating to neglect or emotional,
physical or sexual abuse, in particular by
providing intensive support to their parents
and carers, and providing education in
parenting skills.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.		 Para 1.17 and
1.19		 Our mission is to provide parents in the
child protection system with the reliable
support they need to ensure they and their
children are safe and secure.
At New Beginnings we believe that by
building meaningful relationships with
parents based on trust, respect and
honesty we can support parents to care for
their children.
We are an independent charity that works
in partnership with children's services. We
therefore have the independence and
flexibility to tailor innovative therapeutic
services to meet the needs of our families,
whilst maintaining our strong commitment
to tackling issues that families in the child
protection system face.
By working closely with social care
professionals, we aim to improve working
relationships between parents and their
social worker which we recognise can often
become polarised due to context of the
child protection system.

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Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The Trustees are aware of the guidance
issued by the Charity Commission with
regard to public benefit. It is this guidance
that frames our governance structure and
board meetings.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference
Policy on grant making Para 1.38
Policy on social investment
including program related
investment		 Para 1.38
Contribution made by
volunteers		 Para 1.38 We would like to thank all of our volunteers,
who are our peer mentors and parents who
have been through the trauma informed
programme, and work so hard in helping us
run groups and the run drop in centre for
new parents who join us.
Other

Achievements and Performance

SORP reference

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Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 The main activity we delivered this year
was a trauma informed programme to
adults whose children are in the child
protection process. The programme lasts
for 24 weeks. Each week parents attend a
group session which has been designed to
help them recognise who they are,
understand why they parent in the way that
they do and develop new skills which can
help them progress and move forwards.
The programme is accompanied by a
workbook which has been designed to
mirror the content of the group work
sessions as well as help parents reflect on
their own situations. We have worked with
2 cohorts of 20 parents this year. We have
therefore supported 40 parents over the
course of the year.
When parents complete the trauma
informed programme, they have the
opportunity to train to become peer
mentors and facilitate group work sessions
with new parents. This year we have run
one peer mentoring course and trained 5
new peer mentors.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41 Our aim is to support families in the child
protection process. This year we have
received 100 referrals and we accepted 80
families onto the programme as we knew
that with our retention rate being 76% we
would lose some families at the start of the
course. This approach has led to us
working with 40 families over the course of
the year.
Performance of fundraising
activities against objectives
set		 Para 1.41 In February 2021, we were awarded £260k
of Reaching Communities Funding over a
period of three years. This was our first
large grant and we used it to employ two
members of full time staff: an Operation
Lead and Post Programme Support Worker
as well as funding our volunteers, sessional
staff and rent for the drop in centre.
In addition to the Reaching Communities
Fund, we have applied for and been
awarded two further funds to run
therapeutic workshops and develop our
paper workbook into a digital resource. The
first grant was £10k from the National
Lottery Community Fund and the second
was £30k from Winston Churchill Activate
Funding.

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We have also carried out a sponsored walk and we raised £2214. We have met our fundraising objectives for this year. Investment performance against objectives Para 1.41

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 Overall, the trustees are satisfied with the
performance of the charity. They are happy
with the amount of reserves that the charity
holds and the progress the charity is
making in terms of growth and spending.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The trustee policy at present is to hold
between 3 and 6 months reserves. This
equates to between £30k and £60k.
Amount of reserves held Para 1.22 £33,790
Reasons for holding zero
reserves		 Para 1.22 N/A
Details of fund materially in
deficit		 Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 The charity is aware that the Reaching
Communities fund is due to end in August
2024. Plans are being made to enable to
charity to become more financially
sustainable. We have contracted in
Financial Consultants who have been
developing a more robust funding structure
for us to operate from. Once this has been
completed we will have a better
understanding of how we can move forward
and grow sustainably.

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 The majority of our funds have been
received from the National Lottery.
We also receive significant in-kind
contributions from Stockport Local Authority
who second two social workers to our
service.
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46 A current risk is that the CEO is running the
project (Project Lead) and also trying to
grow the project (Strategic Lead)- these
two roles need to be separated so that the

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risk of one person being in charge of the running of the charity is spread over more employees. Other

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Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 The Constitution is based on the charity
commission’s foundation model
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 CIO
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 We recruit by advert. We carry out formal
interviews via a panel which consists of
CEO, Trustees, Parent from New
Beginnings. Once selected, we check
references and conduct DBS checks.
Existing trustees make the final decision as
to whether the new trustee is appointable.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures
adopted for the induction
and training of trustees		 Para 1.51 New Beginnings is a new charity and a new
induction and training pathway for trustees
is being developed.
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 The Board of Trustees currently meet every
two months but this will be extended to
quarterly. We intend to meet with the
Parents from New Beginnings Advisory
Group before each Trustee Meeting. We
are also in the process of setting up a Risk
and Finance Sub- Committee to help us
make better financial assessments for
future planning.
Relationship with any
related parties		 Para 1.51
Other

Reference and Administrative details

Charity name New Beginnings Foundation CIO
Other name the charity uses New Beginnings
Registered charity number 1198338
Charity’s principal address St Marks Church Hall
Redhouse Lane
Stockport
SK6 1BX

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Names of the charity trustees who manage the charity

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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 (ifany)
Rhoda Peckitt Treasurer
Ann Potter Chair 01.02.2023
Lisa Warwick Secretary
Cordie Gwilym 01.02.2023

– 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

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Type text here

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)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
Name of chief executive or names of senior staff members (Optional information)
Jadwiga Leigh

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

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Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Ann Potter Position (eg Secretary, Chair Chair, etc) Date 12/07/23

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Independent Examiner’s Report

TO THE TRUSTEES OF NEW BEGINNINGS FOUNDATION CIO

I report on the accounts for the charity for the year ended 31st March 2023 which are set out on pages 11 to 11.

Respective responsibilities of trustees and examiner

The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

Basis of independent examiner's report

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In the course of my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements:

have not been met; or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Paul Cowham FCA DChA Green Fish Resource Centre 46 - 50 Oldham St Manchester M4 1LE

18 / 07 / 2023

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New Beginnings Foundation CIO

Year ending 31 March 2023

Receipts and Payments Accounts

Receipts and Payments Accounts
2023 2022
Unrestricte
d funds		 Restricted
funds		 Total
funds		 Unrestricted
funds		 Restricted
funds		 Total funds
Receipts £ £ £ £ £ £
Sales 2,651 - 2,651 50,843 - 50,843
Donations and legacies 3,661 - 3,661 - - -
Judith Foundation - 12,500 12,500
Training and consultancy 4,224 - 4,224 325 - 325
Grant - Churchill Fellowship - 15,000 15,000 - - -
Grant - Love2support - - - - 10,000 10,000
BL Reaching Communities - 88,231 88,231 - 37,705 37,705
BL Awards for All - 10,000 10,000 - - -
Stockport MBC 3,920 - 3,920 - - -
Other income 260 - 260 516 - 516
Total receipts 14,716 125,731 140,447 51,684 47,705 99,389
Payments
Accountancy - 575 575 565 - 565
Corporation tax - - - 591 - 591
Equipment 126 524 650 1,909 - 1,909
Insurance - 939 939 619 - 619
IT costs 1,475 4,258 5,733 1,216 - 1,216
Other admin costs 557 470 1,027 1,000 - 1,000
Other project costs 3,370 626 3,996 5,633 - 5,633
Phone/internet - 251 251 821 - 821
Premises costs - 1,750 1,750 1,850 - 1,850
Printing postage and stationary 83 508 591 256 - 256
Professional fees 1,677 913 2,590 2,406 - 2,406
Sessional workers 2,234 6,090 8,324 3,109 14,001 17,110
Training and development 20 2,655 2,675 5,823 5,823
Travel and accommodation 3,262 651 3,913 2,291 2,291
Wages and salaries - 66,161 66,161 - 33,704 33,704
Total payments 12,804 86,371 99,175 28,089 47,705 75,794
Net of receipts/(payments) 1,912 39,360 41,272 23,595 - 23,595
Transfers - - - -
Cash funds last year end 31,878 - 31,878 8,283 - 8,283
Cash funds this year end 33,790 39,360 73,150 31,878 - 31,878

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New Beginnings Foundation CIO

Year ending 31 March 2023

Statement of assets and liabilities at the end of the year

2023 2022
Notes Unrestricte
d funds		 Restricted
funds		 Total
funds		 Unrestricted
funds		 Restricted
funds		 Total funds
£ £ £ £ £ £
Cash funds 1 33,790 39,360 73,150 31,878 - 31,878
Liabilities
relating to before 31 March
2021 600 - 600 900 - 900
33,190 39,360 72,550 30,978 - 30,978

Signed on behalf of the trustees:

----- Start of picture text -----
igned
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Dr Ann Potter

Name S igned

14/07/23

Date

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New Beginnings Foundation CIO

Year ending 31 March 2023

Notes

1 Cash Reserves Analysis Cash Reserves Analysis
b/f income expenditure transfers c/f
General reserves 31,878 14,716 (12,804) - 33,790
Activate (Churchill
Fellowship) - 15,000 (6,250) - 8,750
BL - Reaching
Communities - 88,231 (69,758) - 18,473
Judith Foundation - 12,500 (1,040) - 11,460
BL - Awards for All - 10,000 (9,323) - 677
31,878 140,447 (99,175) - 73,150

3 No member of staff earned more than £60,000

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