## **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|| |@l
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