Finance Score: -8

Governance Score: -1

Support Score: 8

Accounts overdue -5
Volatile income: -3
No PartB

No conflicts policy: -1

Large volunteers +5
Grant maker support: +3

Overall GiG Score: -1

THE FORMBY BEFRIENDING SCHEME

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..

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently
There have been no income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile recently

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
31/03/22		£17	£16	£1	n/a	n/a	n/a	n/a	n/a	48
31/03/21		£15	£13	£2	n/a	n/a	n/a	n/a	n/a	44
31/03/20		£21	£17	£3	n/a	n/a	n/a	n/a	n/a	45
31/03/19		£30	£16	£14	n/a	n/a	n/a	n/a	n/a	42
31/03/18	*	£21	£7	£14	£0	£0	£0	n/a	0	35

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 7 years

http://formbybefriendingscheme.org.uk

info@formbybefriendingscheme.org.uk

07437479417

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Sefton,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
48 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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Formby Befriending Scheme
£3,382	21/10/2023	We aim to reopen and re-establish community groups, closed before the pandemic, particularly for elderly and isolated people with mental health issues and mobility restrictions.
Co-Operative Group - Grant to Formby Befriending Scheme
£5,312	23/10/2021	We aim to introduce a specialised befriending support for people living with dementia, reduce their isolation, integrate them more into the community and provide improved support to family/friends.
Masonic Trust - MCF Small Grant
£3,800	07/10/2019	Unrestricted core funding for small charities

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

ALASTAIR GILLIES (Chair) Appointed: 2018

DR GERARD CORCORAN Appointed: 2017

IRENE WATTS Appointed: 2017

MARK PICKERING Appointed: 2019

DR DYMPNA EDWARDS Appointed: 2020, Occupation: Public Health Consultant, Other trusteeships: SOUTHPORT AND FORMBY SPECIAL ATHLETES, FORMBY POOL TRUST,

Legal constitution

Charity registered in England & Wales on 24/02/2017, number: 1171771

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

5 returns made; AR18: 2 days late,

Main office

Formby Methodist Church
4 Elbow Lane
Formby
LIVERPOOL
L37 4AF

Objectives

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

Data Sources