Finance Score: 2

Governance Score: 3

Support Score: 10

Strong growth: +2
No PartB

Dynamic board: +3

Large volunteers +5
Grant maker support: +5

Overall GiG Score: 15

THE HALLIWELL BEFRIENDING SERVICE

Providing a befriending service to vulnerable elderly people within the area covered by the service. Also providing luncheon gatherings on a fortnightly basis and a coffee morning drop in on a weekly basis. This encourages service users to come out into the community and enriches their quality of life, by making new friends and sharing pastimes, knowledge, etc.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£71	£65	£7	n/a	n/a	n/a	n/a	n/a	108
31/03/22		£66	£42	£23	n/a	n/a	n/a	n/a	n/a	100
31/03/21	*	£40	£36	£4	n/a	n/a	n/a	n/a	n/a	85
31/03/20		£33	£30	£3	n/a	n/a	n/a	n/a	n/a	93
31/03/19		£31	£34	£-3	n/a	n/a	n/a	n/a	n/a	120
31/03/18		£31	£27	£4	£0	£0	£0	n/a	0	0
31/03/17		£34	£32	£2	£0	£0	£0	n/a	0	0
31/03/16		£41	£31	£9	£0	£0	£0	n/a	0	0
31/03/15		£23	£31	£-8	£0	£0	£0	n/a	0	0
31/03/14		£30	£23	£7	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 11 years

halliwellbefriending@gmail.com

01204840808

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Bolton,

Who it helps

Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
108 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

National Lottery Community Fund	£183,411
DCMS	£12,191
Bolton CVS	£7,529

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Halliwell Befriending Crafts
£4,220	11/11/2022	The funding will help the organisation to deliver weekly craft sessions for older people in the local area with the aim of improving wellbeing and reducing social isolation.
National Lottery Community Fund - The Halliwell Befriending Service
£179,191	22/02/2021 59	HBS provide a Befriending and Support Service for older people who are isolated. This includes those with mental health issues disabilities and learning disabilities. Funding for the project will go ....more HBS provide a Befriending and Support Service for older people who are isolated. This includes those with mental health issues disabilities and learning disabilities. Funding for the project will go towards staff costs.
Bolton CVS - Grant to Halliwell Befriending Service
£7,529	10/01/2021	Reflections - To provide a wellbeing course for staff, volunteers and service users that have and are still struggling through this pandemic.
DCMS - Coronavirus Community Support Fund
£12,191	08/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - Social Activities for the Elderly (SAFE) Development Project
£10,000	06/05/2015 12	The organisation will use the funding to develop a programme of social activities for people over 50 living in Halliwell and surrounding areas in Bolton to include, luncheon clubs, social activities ....more The organisation will use the funding to develop a programme of social activities for people over 50 living in Halliwell and surrounding areas in Bolton to include, luncheon clubs, social activities and trips. This will reduce social isolation through positive activities aimed at developing relationships and accessing a support network.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

GILIAN HAMILTON Appointed: 2019, Other trusteeship: HIGH HOPES FOR HALLIWELL-BEING,

GRAHAM STUART DARCY (Chair) Appointed: 2013

JANETTE HERRING Appointed: 2021

RAYMOND BUTCHER Appointed: 2013

SHIRLEY PARK Appointed: 2021

Legal constitution

Charity registered in England & Wales on 28/06/2013, number: 1152634

Gift Aid

NOT registered with HMRC for Gift Aid

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
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

10 returns made; AR21: 46 days late,

Main office

St Paul's Community Hall
Halliwell Road
Halliwell
BOLTON
BL1 8BP

Objectives

THE RELIEF OF THOSE IN NEED BY REASON OF AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE BY THE PROVISION OF A BEFRIENDING SERVICE

Data Sources