2024-05-01-accounts

Trustees’ Annual Report for the period

From 15/11.2022 Period start date To 01/05/2025 Period end date

Charity name: Bridlington Friends Association (BFA)

Charity registration number: 1201010

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The purposes as described in the scheme approved by the Charity Commission on 15 November 2022 are: To promote social inclusion for the public benefit by preventing people from becoming socially excluded, relieving 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 of more of the following factors: unemployment; financial hardship; youth or old age; ill health (physical or mental); substance abuse or dependency including alcohol and drugs; discrimination on the grounds of sex, race, disability, ethnic origin, religion, belief, creed, sexual orientation or gender re-assignment; poor educational or skills attainment; relationship and family breakdown; poor housing (that is housing that does not meet basic habitable standards; crime (either as a victim of crime or as an offender rehabilitating into society).
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	The work of the CIO charity in pursuit of its purposes has been to provide benefit to all adult inhabitants of Bridlington and the surrounding areas without distinction of the protected characteristics as outlined below: These are to:• (i) provide opportunities for all adults through activities, groups, events, outings, visits, trips, socials, referral programs and to provide appropriate assistance to people at times of need. • (ii) provide opportunities for all adults to experience social inclusion within their communities. • (iii) provide educational and learning opportunities for all adults as required.The public benefits that flow from purpose (i) are: •(a) Increased

		opportunities for adults to build friendships and support networks whilst enjoying a vast range of recreational activities, which in turn benefits the whole area.The public benefits that flow from purpose (ii) are:• (a) Increased opportunities for individuals to experience inclusion, friendship and support, resulting in the benefits of a deeper emotional understanding and connection with others. This increased ability to comprehend and empathize leads to a more cohesive community and increased public wellbeing. • (b) Increased investment in communities where BFAs activities and socials are taking place, through use and hire of premises, purchasing of materials and subscribers spending in the community through discount deals boosting the local economy. The public benefits that flow from purpose (iii) are:• (a) An enhanced quality of life and sense of well-being through engagement • (b) With and participation in activities and events that allow people to express themselves actively, socially and creatively; leading to improvements in physical and emotional well-being, quality of life and a more stable and cohesive community; • (c ) No harm arises from the purposes, the beneficiaries are all adults and the general public and no private benefit arises from these purposes.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees have had regard to the guidance issued by the Charity Commission on public benefit. A copy of ‘Public benefit: the public benefit requirement (PB1)’ has been circulated to the members of the Bridlington Friends Association Management Committee (which included all BFA Trustees).

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

SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment

Contribution made by volunteers	Para 1.38	Volunteers Contribution BFA recognise and value volunteers. The Chairperson and other Trustees/Management Committee always acknowledge the contribution made by volunteers and value volunteers’ input, skills, time, and commitment. BFA knows that doing this can help volunteers feel valued and supported. If volunteers, feel appreciated they are more likely to continue volunteering. The Chairperson and the ‘BFA Team’ will always make sure that the contribution of volunteers is recognised. All Trustees and the BFA Management Committee are also Volunteers and everyone is thanked by the Chairperson at every event and at every Management Committee Meeting and Board of Trustee Meeting for their contributions.
Other		BFA recognise the help and support that our charity gets within the community regarding venues for BFA Events, Groups and Committee Meetings/Board of Trustee Meetings. BFA predominantly use 4 venues, free of charge for differing periods of time on a monthly or weekly basis, to run different parts of the BFA charity from. Being a Not-for-Profit Charity, BFA are very grateful for this help within the community and always thank the venues concerned. BFA also work in partnership with other businesses, groups and clubs to get good prices (discounts) for our BFA Members within the community e.g. Seasonal Sports such as Bowls or Archery, Stationery and Memberships to Local Gyms etc.

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 beneficiaries and any wider benefits to society as a whole.	Para 1.20	BFA run a broad spectrum of events every week/month which enables us to engage with many individuals within our community. These events/ socials/cafes/ groups etc have built with experience since our charity’s conception, listening to our members and the needs of the community and provide a safe space for people to enjoy social events which helps to relieve all aspects of social exclusion. BFA have also built up our Referral Program so that other organisations can work with us and refer/signpost into BFA. These programs look at individuals who may be feeling isolated, dealing with bereavement, new to the area, have long term illness etc. BFA review events, achievements and performance, that have taken place in the last month at monthly Management Committee Meetings and Board of Trustee Meetings. This helps to identify the difference our charity’s work/events have made and with feedback from our members and the community, this helps us to plan further events for our members and the community to enjoy and engage with. BFA value our members and always put out a Questions and Suggestions Box at all events, which gives us feedback and helps us to future plan. BFA work tirelessly to make a difference and improve people’s lives through social inclusion, friendship, support and kindness. We continue to maintain good engagement with our community. Through contacts within other organisations and an extensive monthly marketing campaign. BFA continue to bid successfully for grant funding. Within this period BFA gained DIFEY funding to run a full Festive Community Program and TLC 50+ funding,

to provide Free Hot Drinks in our BFA Keep Warm Cafes. This has helped us improve our engagement with communities in our area. Taken together these activities have made a significant contribution to reducing social exclusion in our area.

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

BFA have a strapline ‘Shinning a Light on Social Inclusion for ALL Adults in Achievements against Para 1.41 Bridlington and the surrounding areas’. objectives set As a Charity BFA pride ourselves on the fact that this strapline is woven into everything we do and is always considered and part of all BFA objectives. A great example of this, which is a great achievement, is our BFA Choir ‘Count Us In’ (which is one of our BFA Indoor and Outdoor Activity Groups). The BFA Choir meet every week on a Friday in Bridlington (at 1 of our 4 free venues) and perform on average 7 concerts a year. We have a wonderful range of people in our BFA Choir from all backgrounds, some have starred in musical theatre, been soloists, fronted bands, sang in choirs and currently sing with other choirs…but equally there are some of us with learning difficulties, long term illnesses, dementia or have mobility, hearing and sight issues. The BFA Choir are a ‘singing family’ who support each other and embodies Social Inclusion. N/A Performance of fundraising activities against objectives Para 1.41 set

Investment performance against objectives	Para 1.41	N/A
Other		BFA Trustees work very hard to identify and secure funding for events throughout the year at BFA. An example of this is that: For the last 2 years BFA have been successful and secured funding from the DIFEY funding, allowing us to put on a BFA Community Festive Program.

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Cash at bank at 31/05/2024 was £1,767 in unrestricted funds.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The main financial risk to the charity is loss of membership. The funds are held to cover 12 months operational costs in the event of a loss of income and to meet any unforeseen expenditure that may occur.
Amount of reserves held	Para 1.22	£1,200 which covers 12 months operational costs.
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	N/A

Additional information (optional)

Additional information (optional)	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	BFAs principal sources of funding come from: • Membership Fees- (£15 per annum per person or £28 per couple residing at the same address) • Door Entrance for BFA Events/Socials- (£1 per person entry) • Raffles– (2 x Raffles per month) • Funding Applications– For individual events e.g.: BFA Festive Christmas Social
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	N/A
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:		BFA are a not-for-profit charity, and all its purposes are charitable.
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution, Governance Handbook and GDPR
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	The Chairperson with the support of the other BFA Trustees identifies individuals who may be suitable to become BFA Trustees. It is then discussed at a Board of Trustee meeting and decided between the Trustees (a vote is taken if necessary) to ask an individual if they would like to become a Trustee of BFA. The Chairperson would then spend time with the individual and explain what to be a Trustee in BFA means, including the commitments and responsibilities involved. (more information is given in the paragraph below). If the individual accepts the appointment, they are invited along and introduced at the next Board of Trustees meeting. If the proposed Trustee and the other Trustees agree that person will then become a Trustee of BFA and added to the Trustee Register with the Charity Commission. All Trustees are also officially elected/recorded at the next BFA, AGM held in November of each year,

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	Prior to a to becoming a Trustee with BFA, information is given and discussed with the chairperson, with all potential Trustees, in line with statutory requirements and signed where required (prior to becoming a Trustee). This information includes (but is not limited to): 1. Confidentiality Clause for Trustee’s and Committee members – (Which must be signed and dated) 2. Main Duties of a Trustee within a Charity 3. The Essential Trustee – 6 main duties

		4. BFA CIO Information/Constitution etc. 5. BFA Conflicts of Interest Information 6. Role Description – where applicable. All Policy, Statements and Procedure information is available to all on request and published on our BFA website. All Trustees also receive any updates or new information associated with the role of being a Trustee and the responsibilities as they are issued. Once that person has accepted the position as Trustee the Chairperson spends individual time with them discussing the main aims and objectives of the BFA Charity in further detail and brings them up to speed with current methods and planning.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	1. Tracey Hobson: Chairperson & Founder (Head of the BFA Management Committee and Board of Trustees) 2. Mike Hobson: Treasurer (Chairpersons 2nd) 3. All Other Trustee’s 4. Management Committee Members 5. BFA Advisor(s) 6. Volunteers
Relationship with any related parties	Para 1.51	Referral Programs with BFA: BFA have various organisations signposting into BFA. These include (but are not limited to): Humber NHS Partnership Trust, GP Surgeries, Emotional Wellbeing Service, Connect, Red Cross, Mental Health in the Community, Diabetes Practitioners, NHS, The Community Hub. All referral programs are in place with the relevant representative(s) known in each organisation. The referral systems put in place are regarding people coming to join BFA who are suffering from isolation, looking to rebuild a social life/make new friend(s) and those who have suffered (but not limited to) mental health, physical ailments, long term illness, bereavement and grief. The Chairperson updates and sends out the

		BFA Social program/Newsletters etc to the relevant person(s) in each organisation making it easier for people to attend, chaperoned or unchaperoned.
Other		Membership of BFA is open to all adults 18+ residing in Bridlington and the surrounding areas. The trustees oversee the day to day running of BFA. The trustees seek the views of members and volunteers in deciding the activities/events to be run.

Reference and Administrative details

Charity name	Bridlington Friends Association
Other name the charity uses	BFA
Registered charity number	1201010
Charity’s principal address	Bridlington Community Hub 2a Marshall Avenue Bridlington YO15 2DS

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)
	TraceyHobson	Chairperson		TraceyHobson
	Mike Hobson	Treasurer
	Julia Kendrick	Health & Safety Officer / Business Secretary
	Bruce Oliver	Schools & Education Officer
	John Stevens	Community & Business Officer
	Sally Stevens	Engagement & SafeguardingOfficer

– Corporate trustees names of the directors at the date the report was approved

Director name N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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
Social media	Rachael Mills	Bridlington North Library
IT/Website	East Riding of Yorkshire College	IT Department, Bridlington
Community Information and Start Up	Devan Witter	Bridlington Community Hub, Bridlington

Name of chief executive or names of senior staff members (Optional information)

N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

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) Position (eg Secretary, Chair, etc) Date
	Tracey Jean Hobson
	Chairperson
	25/02/2025
	25/02/2025

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