Finance Score: -2

Governance Score: 3

Support Score: 10

Multiple Deficits: -2
No PartB

Gender balanced board: +3

Large volunteers +3
Grant maker support: +7

Overall GiG Score: 11

WEST NORFOLK BEFRIENDING

West Norfolk Befriending works with socially isolated older people in West Norfolk. Our clients are isolated due to a long term physical or sensory disability or due to their role as a carer (unpaid). We provide face-to-face befriending, telephone befriending, email and group befriending throughout West Norfolk..

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£67	£67	£1	n/a	n/a	n/a	n/a	n/a	40
31/03/22	£50	£61	£-10	n/a	n/a	n/a	n/a	n/a	30
31/03/21	£74	£65	£9	n/a	n/a	n/a	n/a	n/a	35
31/03/20	£72	£63	£9	n/a	n/a	n/a	n/a	n/a	43
31/03/19	£35	£48	£-13	n/a	n/a	n/a	n/a	n/a	47
31/03/18	£67	£49	£19	£0	£0	£0	n/a	0	0
31/03/17	£66	£73	£-7	£0	£0	£0	n/a	0	0
31/03/16	£64	£73	£-8	£0	£0	£0	n/a	0	0
31/03/15	£91	£82	£9	£0	£0	£0	n/a	0	0
31/03/14	£87	£73	£14	£0	£0	£0	n/a	0	0
31/03/13	£53	£53	£0	£0	£0	£0	n/a	0	0
31/03/12	£54	£48	£7	£0	£0	£0	n/a	0	0
31/03/11	£56	£46	£10	£0	£0	£0	n/a	0	0
31/03/10	£60	£49	£11	£0	£0	£0	n/a	0	0
31/03/09	£50	£45	£5	£0	£0	£0	n/a	0	0
31/03/08	£49	£49	£1	£0	£0	£0	n/a	0	0
31/03/07	£33	£41	£-8	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 19 years

www.wnbefriending.org.uk

info@wnbefriending.org.uk

01553763500

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Financial support to the poor

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Norfolk,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

Unknown number of employees
40 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

The Earl of Northampton's Charity	£37,986
Masonic Trust	£7,600
The Foyle Foundation	£7,500

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Small Grants
£7,500	28/11/2023	towards a P/T Client Assessor post over 12 months
The Earl of Northampton's Charity - Grant to West Norfolk Befriending
£37,986	08/02/2022	To fund a (two year) 30 hour a week post to assess, match and support befriending for isolated / lonely older people in West Norfolk.
Masonic Trust - MCF Small Grant
£7,600	14/10/2020	Unrestricted core funding for small charities
National Lottery Community Fund - Care Home Connectors
£46,543	28/02/2019 25	The project runs an established befriending service. The project will use funding to work with residents of care homes, with volunteers befriending isolated residents to improve their mental ....more The project runs an established befriending service. The project will use funding to work with residents of care homes, with volunteers befriending isolated residents to improve their mental wellbeing. Funding will be used to recruit staff, cover volunteer and training expenses and promotion materials.
National Lottery Heritage Fund - Grant to West Norfolk Befriending
£9,900	21/11/2017	Sharing Stories
National Lottery Community Fund - Specialist Befriending for People living with Dementia.
£10,000	13/07/2016 12	This charity will use the funding to provide a befriending service for older people who have been diagnosed with dementia. This will address the isolation experienced by older people with dementia.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Gender Split

ALAN HAYES (Chair)

DOROTHY EILEEN NURSE

DOROTHY EILEEN NURSE Appointed: 2023

JAMES MICHAEL LEE-EVANS Appointed: 2017

KEVIN FRANK CLARKE Appointed: 2019

LINDA WOODLEY

LISA MARIE COOK Appointed: 2023

RICHARD CURTIS

VALERIE ANN WOODS Appointed: 2016

KARL JERMYN Appointed: 2023, Occupation: Managing Director, Other trusteeships: ST BARNABAS COUNSELLING CENTRE, CENTRE 81 LIMITED,

Legal constitution

Charity registered in England & Wales on 19/10/2005, number: 1111735

Gift Aid

Registered with HMRC for Gift Aid

Event History

01/03/2019 - Asset transfer in from HAKING FUND
22/09/2020 - Asset transfer in from WEST NORFOLK POP-IN

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

17 returns made; all on time

Recent reorganisation events:

Asset transfer in from WEST NORFOLK POP-IN on 22/09/2020

Main office

12 THORESBY COLLEGE
QUEEN STREET
KING'S LYNN
NORFOLK
PE30 1HX

Objectives

FOR THE RELIEF OF THOSE WHO HAVE BECOME SOCIALLY ISOLATED DUE TO EITHER OR A COMBINATION OF AGE, SENSORY IMPAIRMENT, PHYSICAL DISABILITY AND OR BECAUSE THEY ARE A CARERS THROUGH THE PROVISION OF A BEFRIENDING SERVICE IN WEST NORFOLK.

Defined Area of Benefit:

WEST NORFOLK.

Data Sources