THE FORMBY BEFRIENDING SCHEME

Charity number: 1171771
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Aims to relieve the needs and social isolation of elderly people living in Formby, Hightown and Ince Blundell areas of Sefton, Merseyside by offering companionship and support. A volunteer visits an elderly person regularly for a chat or to enjoy activities which are agreed jointly. A coffee club is also held monthly for a larger group..

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £10,468
Total expenditure: £17,021

People

5 Trustee(s)

40 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Disability
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Sefton

Governance

Registration history:
  • 24 February 2017: CIO registration
Organisation type:
CIO
Other names:
  • FROMBY PROJECT BEFRIENDING SCHEME (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ALASTAIR GILLIES Chair 13 March 2018
None on record
Dr Dympna Edwards Trustee 14 January 2020
FORMBY POOL TRUST
Received: On time
SOUTHPORT AND FORMBY SPECIAL ATHLETES
Received: On time
Mark Pickering Trustee 07 October 2019
None on record
Dr GERARD CORCORAN Trustee 24 February 2017
None on record
IRENE WATTS Trustee 24 February 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £20.83k £14.89k £16.52k £17.93k £10.47k
Total expenditure £17.40k £13.17k £15.54k £16.33k £17.02k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £2.78k £589 N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 28 January 2025 On time
Accounts and TAR 31 March 2024 28 January 2025 On time Download Open in new window
Annual return 31 March 2023 13 May 2024 103 days late
Accounts and TAR 31 March 2023 13 May 2024 103 days late Download Open in new window
Annual return 31 March 2022 21 November 2022 On time
Accounts and TAR 31 March 2022 21 November 2022 On time Download Open in new window
Annual return 31 March 2021 13 September 2021 On time
Accounts and TAR 31 March 2021 13 September 2021 On time Download Open in new window
Annual return 31 March 2020 12 September 2020 On time
Accounts and TAR 31 March 2020 12 September 2020 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - FOUNDATION Registered 24 Feb 2017

Charitable objects

TO RELIEVE THE NEEDS AND SOCIAL ISOLATION OF ELDERLY PEOPLE RESIDENT IN THE FORMBY, HIGHTOWN AND INCE BLUNDELL AREAS OF SEFTON, MERSEYSIDE BY PROVIDING A BEFRIENDING SERVICE

Contact information

Address:
Formby Methodist Church
4 Elbow Lane
Formby
LIVERPOOL
L37 4AF
Phone:
07437479417
Email:
info@formbybefriendingscheme.org.uk
Website:

http://formbybefriendingscheme.org.uk Open in new window