2024-03-31-accounts - High Barnet Good Neighbour Scheme

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Trustees’ Annual Report for the period

From 1[st] April 2023 To 31[st] March 2024 Charity name: High Barnet Good Neighbour Scheme

Charity registration number: 288318

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The charity exists in order to promote any charitable purpose for the benefit of the community and in particular: (a) To provide voluntary help, as specified in the literature issued from time to time by the Scheme, to those in need in the district of High Barnet being the area of the former Barnet UDC and the ecclesiastical parish of Monken Hadley (“the area of benefit”) without distinction of sex or of political, religious or other grounds. (b) To assist as far as possible the local authorities and others in the interests of social welfare. To pursue any related objects which now or hereafter may by law be deemed to be charitable.
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	Transporting mainly older clients to hospital, doctor, dentist, optician, shopping etc. Befriending. Gardening. Outings. We have 143 clients on our list.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees confirm that they have considered the Charity Commission’s general guidance on public benefit when planning the activities of the charity and believe that the charity’s activities provide a clear public benefit.

Additional information (optional) You may choose to include further statements	Additional information (optional) You may choose to include further statements	where relevant about:
	SORP reference
Policy on grant making	Para 1.38	The charity does not undertake grant- making.

Policy on social investment including program related investment	Para 1.38	The charity has no social assets.
Contribution made by volunteers	Para 1.38	Transport, befriending, etc as listed above. Preparation of accounts and salaries. Gift Aid claims and fund-raising.
Other

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	The part-time co-ordinators have arranged transport, carried out by volunteers, to take older and isolated residents of the area of benefit to various medical appointments. In addition, trips were made to collect pensions, prescriptions and shopping either for, or with, clients. We have 7 volunteers who drive for us. A total of 618 trips were organised. 7 gardens were kept tidy, with a few visits per garden. This work is no longer funded by Barnet Council but we continue to provide the service and use 1 contractor and 3 volunteers. We have 69 clients who have asked for befriending visits and there are 23 volunteers who visit on a regular basis.

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

Achievements against objectives set	Para 1.41	The Befriending scheme had become very important during the Covid crisis. We co-ordinated a system of telephone befriending, involving 19 more volunteers and about 45 clients.
Performance of fundraising activities against objectives set	Para 1.41	Fundraising activities were arranged on an ad hoc basis.

Investment performance against objectives	Para 1.41	Not applicable. We use a Deposit Fund to attract some interest.
Other

Financial Review

Review of the charity’s financial position at the end of the period	Para 1.21	The charity’s work is reliant on Grants, donations and fundraising.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Reserves are held to fund future activities, in the event that the above grants, etc are not forthcoming.
Amount of reserves held	Para 1.22	£63,907.
Reasons for holding zero reserves	Para 1.22	Not applicable
Details of fund materially in deficit	Para 1.24	Not applicable
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23

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	Grants from local charities and from Barnet Council via AgeUK. Donations from clients. Fundraising events – quizzes, raffles etc.
Investment policy and objectives including any social investment policy adopted	Para 1.46	A deposit account is used to obtain interest on funds.
A description of the principal risks facing the charity	Para 1.46	Loss of principal sources of income. Shortage of volunteers.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution.
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincorporated association.
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	Trustees are elected by existing Trustees, who seek to maintain a balance of skills.

Additional information (optional) You may choose to include further statements	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	Information on various courses is passed on to the Trustees.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	There is a Board of Trustees and two part-time co-ordinators. We meet with AgeUK on a regular basis.
Relationship with any related parties	Para 1.51	We meet on an occasional basis with other schemes who help the elderly.
Other

Reference and Administrative details

Charity name	High Barnet Good Neighbour Scheme
Other name the charity uses
Registered charity number	288318
Charity’s principal address	Church House, 2 Wood Street, BARNET, EN5 4BW

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Jon Holland	Chair
Richard Peart	Vice-Chair
Margaret Gibson	Secretary
Jackie Williams
Dominic Grant
BarryHolland
AnthonyLevy	Treasurer	From 31.10.23

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

Director name None

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
None

Funds held as custodian trustees on behalf of others

Description of the assets None 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)

Type of Name Address adviser

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

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

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

Independent examiner's report on the accounts

Report to the trustees/ Charity Name members of High Barnet Good Neighbour Scheme

On accounts for the year 31[st] March 2024 Charity no 288318 ended (if any) Set out on pages 2 to 3 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above 31/03/2024.

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act .

under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or

the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: E. C. Park Date: 24/06/2024 Name: Eric Campbell Park

Relevant professional Fellow of the Institute of Chartered Accountants in England & Wales qualification(s) or body (if any):

Address: 54 Woods Avenue Hatfield Herts AL10 8LY

October 2018

IER

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HlhBarn Nel hbour S¢htrne- hgrl 18 Blknnce She tgt l Mgreh 2024 2024 2023 CrrEnt Sundry dcbtors CAF Cutt¢nt AcGount COIF [)e411 Accniitit 494.83 2.434.91 60.RII.61 154.85 l.197.55 63,037.65 176.44 63.907.20 64.411.64 R¢prescntcd by.. URft5trlcted fll•d$ General A¢cumulated Fund 35.373.88 32.743.61 Restrleted fund$ Transport Trund Gardonins Proj¢¢t Befrien(ting FutMI Fund Wintcr warnr$ Fi>od Support 16.586.30 1,106.95 737.75 3.860.36 5.283.25 958.71 23,352.00 Z,J94.20 346.74 3.595.36 1.779.73 28.533.32 31.668.03 Total Futsd5 63,907.20 64,411.64 Approved by the Tntee$ on 7 May 2024 and si8ned QD its behalf by: Antbolly Levy Honorary Treasurer