CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees, Annual Report for the period From 2110123 Period stsrt date To $14124 Period end dats Charity narne: Being Neighbourly Charity rogistration number: 1205015 Objectives and Activities SORP reference Para 1.17 Summary ofthe purposes of the charity as set out in its governing document The preventlon or rellef of poverty In East Grinstoad and the surrounding area by providing items and servl¢es to Individuals in need due to isolatlon. Summary ofthe main activities in r8lation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Ptra 7.17 aftd 1.19 Social groups for older Neighbour8 and local refugees arriving in the area - RH19 and RH10. Serrfices includ8: Befrlendlng, referrals to other communlty organisations for poverty relief, freè shopping and prescription collection, general errands, community allotmenl sourcing household items for Nelghbours in need, PAT Testing for us and other local charities, handyperson tasks for nei hbours In need. The Trustses of Being Neighbourly confirni that they have all had regard to the Charities Commlssion Guidaneo on Public BenefiL Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on publi benefit Para 1.18 Additional informatlon (optionall You ma choose to include further statements where relevant about.. SORP reference NIA Para 1.38 Policy on grant making NIA Para 1.38 Policy on Social inveslrnent in¢luding program related investment
Contribution made by volunteers Para 1.38 Other Achievements and Performance SORP referenee Reduced isolation and loneliness through our social groups, communlty allotment and befriending which increases menlal wellbelng. To support the local refugees the charlty has facilitsted English lessons which has increased Iheir employment opportunities. Arrangement of outings to Garden Centre and Panto which has encouraged more social interaction and widened Neighbours networks. These events have also encouraged further integration into the community. Ongoing support and referrals for all of our 18+ Nèighbours to relieve poverty and isolation. Our shopping and prescription service Is free of charge to our Nelghbours at short notice. The PAT Testing service encourages extending thè useable life of small electrical items and ensures the safety of small electricals donated to the charity whlch are then Iven to those in need. Summary of the main achievements of the charity, identifying the difference the harity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20 Additlonal Information {optlonal} You ma choose to include further statements where relevant about.. Achievements against objectives set Pora 1.41 Perfomance of fundraising activities against objectives set Para 1.41 Investment performan against objectives Pam 1.41
Other Financial Review Review of the ¢harity's financial position at the end of the period Para 1.21 At thg comrnencement of Charltable status we had funds of £11,195, at tho end of this period we had £18,948. During this financial period we gained Slatemenl explaining the policy for holding reserves stating why they are held Para 1.22 The Trustoes decided that an estimate of the costs in¢urred annually by Being Nelghbourly was approximately £4000. It was decided thatwe should keep 2 ears worth and $0 £8000. £8000 NIA Amount of reserves held Reasons for holding zero reseNes Details of fund materially in deficit Explanation of any uncertainties about the harty continuing as a going concern Para 1.22 Para1. Para 1.24 NIA Para 1.23 NIA Addltlonal Infomiation (optionall You ma choose to include further statements where relevant about-. Lo¢al community grants and fundraising 8vent8. As in Receipts and Paymènt report The charily's principal source5 of funds (including any fundraising) Para 1.47 NIA Investment policy and objectives including any social investment policy adopted Para 1.46 NIA A description of the principal risks facing the charity Para 1.46 Other
Structure, Governance and Management Description of charity's trusts.. Type of governing document Para 1.25 Constltutlon How is the charity constituted? Para 1.25 cio rated Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 Inltlally, the board of Trustees comprised experienced members of the committee from when it was an Unlncorporated AssocFation. Anoth8r Trustèe member was an ex-mayor who had chosen Being Nelghbourly as one of his Mayorial Charities. Durlng his yearof offlce, he had raised a substantial amount of moneyfor Belng Neighbourly and had substantially elevated Its public profile. He remalns local counclllor. Expert advice wa$ sourced frorn Mld Sussex Voluntary Action (now Community People) plus other established local and natlonal Charitable Or anisations. Addltlonal infomiation {optional) YOLS ma choose to include further statements where relevant about.. NIA Policies and procedures adopted for the induction and training of trustees Para 1.51 NIA The Gharty's organisational structure and any wider netmork with which the harity works Para 1.51 NIA Relationship with any rèlated parties Para 1.51 Other Reference and Administrative details Charit name Bei N81 hbourl
Other name the charit uses istered charit number Charity's principal address 1205015 13 Heathcote Drive East Grinslead Wesl Sussex RH19 1LZ Names of the charlty trustees who manage the charity Dates acted If not for whole Tru$tse name Offic• Ilf aryl Chairman Treasurer Secretary Nam• of parson lor body) èntlil•d int trt•• if an David Kent Jane Hamian Lauren Taylor Adam Peacock Jane Poole 211012023- Dec 2024. Not in post at time of completion of Return. 10 orate trustees - names of the directors at the date the re Dlrector nam• ortwasa roved Name oflwstees holding title to property belonging to the charity Trustee nam• Dales acted If not for whole ear
Funds held as custodian trustees on behalf of others Description of the assets hèld in this capacity NIA Name and objects of the charty on whose behalf the assets are held and how this falls within the custodian charity's objects NIA Details of arrangements for safe custody and segregation of such assets from the charity's own assets NIA Additlonal Infomiation {optional) Names and addresses of advisars (Optional infomiatlon) Type of Name Addres8 adviser Name of chief executive or names of senlor staff members (Optional Infonnation) Fiona Revell Haywood Exemptions from disclosure Reason for non-dis¢losure of ke rsonnel details Other o tional information
Declarations The trustees declare that they have a roved the trustees, report above. Slgned on behalf of the charlty. ru8 Signature(s) Full name{sl Posltion (eg Secretary, Chair, etcl David Pe Kent Chair Date 29101125
CHARITY COMMISSION FOR ENfjLAND AND WALES Bolng N8lghb)urfy 1205015 Receipts and payments accounts CC16a For thè périod from To 0211012023 05104r2024 Section A Receipts and payments Unrtstrlcted lund8 tothe nreSt Restricted funds Endowment funds T?tal funds Last year to the noar06t£ to th? n¢•Tr¥t£ toth8 fièaro8t£ t• thg nvr•st£ A1 Re¢el ts FuraiSINg- ext?mal Gits and donabS Grants 1.414 572 2,350 1.414 792 12,558 220 10,208 Mix¥la4vp)us IP8ntobck&t&coTrknbutyonl Refre5hrneols tribUtiOnS RefunJ 290 1,119 165 1,119 165 Comrnenced as Chafity Qct23- ttsnds ih bBnk 11,195 Sub total (Gmss incomg for AR) 5,910 10.428 16.338 11,195 A2 A88et and Inv•stmont sal, (see tabl•l. Sub total 5,910 10,428 16,33B 11,195 A3 Paymènt• Advertwsing Chri$im8s Smilès l*ems fDf FefuueE Bank Cnarges InsJr8nce Fundraising exp8ts8 Pnnling- The 8EA Rellkgee eveyi M1S¢81iai8ou5 orfice SupleS Postage Pf0ffe$naI tharges Retre5hrnents Room rentsi Repairs Telephone 5ySttrm Allotmenttwls Tr8vd reimburs8m•tts 442 442 371 103 371 103 36 234 25 220 26 25 220 26 18 49 t3 358 2.426 1,932 29 42 I,S74 517 13 358 1,832 1.932 29 42 S94 1,674 517 Sub total 5283 A4 ASS and Investment purcha#e$, see table Allotmgnt tools Sub total 5.283 3.302 8.585 Net ofreceiptsl(payments) AS Tr4n$l¢rs between funds A8 Cash funds last y•aT gnd Cash funds thls ye•r end 027 7,126 7.753 11,195 10.395 11,022 800 t1.195 18,948 7,926 11.195 CCXX R1 accoynts ISSI 1410112025
Section B Statement of assets and liabilities at the end of the period Unrestri¢ted funds to nèarest£ Restrlcted funds to nearest £ Endowment funds to ¢8r¥st£ aiegories 81 Cah funds 11,022 7,526 Tot41 cash fund& 11.022 7,926 lagm receipt$andpayrrw ao)>JM(8)1 Unrestrlcted funds to n•ar85t£ Restrietgd funds to n•arpst£ Endowyngnt lund¥ to ngawt£ Details NIA Fund to whlch et belon Details NIA ¢o¥t loptlonall Curr#nt V81 B3 Invostmont a888ts Fund towhich •¥yot Gelle1 Detalls L8WOP Cotstlok*lonall uwnt valu tson41 84 A888ts rotain•d for tho harlty's own u88 PAT Test General 359 259 Gazeto General 1.100 SUM UP thInes 1¢tml too15 Fund To whiell l•tsB Amouni duo tlonal WThon du• Deta515 B5 Llablllti Signed by one or trustees on behalf of all the truete¢¥ Dale of oval tqnature Prfnl Nome H(wn tr.HAff ffjHbJ CCXX R2 aGcounts ISSI 1410112025