## **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.| 1 Doc ID: e0663bb3bef0c0304767d36a10216c903b617f80 |||| |---|---|---| |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 2 Doc ID: e0663bb3bef0c0304767d36a10216c903b617f80 |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.| 3 Doc ID: e0663bb3bef0c0304767d36a10216c903b617f80 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| 4 Doc ID: e0663bb3bef0c0304767d36a10216c903b617f80 risk of one person being in charge of the running of the charity is spread over more employees. Other 5 Doc ID: e0663bb3bef0c0304767d36a10216c903b617f80 ## **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
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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** 7 Doc ID: e0663bb3bef0c0304767d36a10216c903b617f80 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** 8 Doc ID: e0663bb3bef0c0304767d36a10216c903b617f80 ## **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 9 Doc ID: e0663bb3bef0c0304767d36a10216c903b617f80 ## **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: - examine the accounts under section 145 of the 2011 Act; - to follow the procedure laid down in the general Directions given by the Charity Commission under section 145 (5)(b) of the 2011 Act; and - to state whether particular matters have come to my attention. ## **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: - to keep accounting records in accordance with section 130 of the 2011 Act; and - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act 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 10 Doc ID: e0663bb3bef0c0304767d36a10216c903b617f80 ## 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| 11 Doc ID: e0663bb3bef0c0304767d36a10216c903b617f80 ## 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
**----- End of picture text -----**
## Dr Ann Potter Name S **igned** 14/07/23 Date 12 Doc ID: e0663bb3bef0c0304767d36a10216c903b617f80 ## 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| - 2 This is the first set of accounts for the Charitable Incorporated Organisation New Beginnings Foundation CIO (charity ref. 1198338). The assets and activities of the Community Interest Company STOBBE SOCIAL CARE T/A NEW BEGINNINGS COMMUNITY INTEREST COMPANY (ref 11728548) were transferred on 1 April 2022 into this charity. Comparative figures are have been included and prepared on the same basis. 3 No member of staff earned more than £60,000 13 Doc ID: e0663bb3bef0c0304767d36a10216c903b617f80