SHARP Shelter Housing Aid and Research Project Annual Report & Accounts 2024
r*tr•Uon m¥nb•r02516017 (Entsnd •nd W•lMJ SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICESTER) LTD ANNUAL REPORT AND UNAUDITED FINANCIAL sfATEMENTS FOR THE YEAR ENDED 31 MARCH 2024
SHELTER HOUSING ADVICE AND RESEARCH PROJEcf (LEICEsfER) LTD LEGAL AND ADMINisfRATIVE INFORPJIATION Fruer Robson Jane TaWor Andrew Morfey Kaseem Chaudry Junald Rafiq Vlndhanl Laura Hancox Maffjdret ftoblnson Feroll Narn (Appdnted 28 May 2024) Brdzler Davld Brnzler Marn Forana ExecLrtlve Ad¥lser Senlor Cas8 Worker& Projert Lead Chlrttynwib IIX)0515 Comp•ty Nmb•r 02516047 Prlnl 13 Weiford Road L¢lGester LE2 7AD 13 Welford R¢xd Lelcest•r LE2 7AD Ind•p•ndrt •x•rnlMr Thomas Mayfteld &4 FCA Mayfield & Co 2 Merus Court M•rldl•n Buslnejs Park Lelcester LEtsi HSBC 8ank 2 TO 6 Gall(Tr¥treeG• Lekester LEI IDA so10 Knws PIC 34 Pockllnitons Walk LEI SBU
sfrtELTER HOUSING ADVICE AND RESEARCH PROJEcf (LEICESTER) LTD copirEP 50th Annh%ary. Spechl ReF¥Jrt Independent wmlnerfs report ID Statement of flftanclal acthiltl li 8414nce sheqt 12 Notss to the flnanckl statsments 13-23
SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICEsfERJ LTD TRusfEES REpoKf (INCWDING DIRECTORS, REPORT) FOR niE YEAR ENDED 31 MARCH 2024 Thq trustees present thelronnu•l report and flnanc]al ststementsforthe arnded 31 Math 20 The flnanclal ststsments have beeft In accordanc• lth th• accountlni pollcles set out In nJt• I to the flNncl•l 5tstements ènd cofflpty wlth the charlvs 8overnln8 documenL the Complnles Act 2006 ind "Acrourtln8 and R•portfn8 by Charftles: Ststement ol Recommended Practl¢e appllcable to charltles Fnparlng thelr accounts In accordance wlth the Flnanclal Reportln8 Stsndard appllcable In the UK and Republlc of Ireland IFRS 102r ls 4mended for accountlnB perfods commenclnifrom l Jinu•ry20161 Objqrtlbw •nd •ctl¥lU Thè obJo¢ts of th• Charl prfnclpal actMtteJ and oryan15atlon Qfotsrr The abjects of SHARP are Is fdiows: . To prwent and relle¥e hirdshlp •nd dtrtrw arnoni peanS who are h¢)melessand/or Irni lft adve housln8 condRlans. b. To pmmote research about housln8 cMdttlon4 housln8 probl•rn Ind the drcumstances of persons who Ire hom•les5 andl or Ilvln8 In a¢fvern• hol1n condltlons, andthe dlss•Trlnatlon af ufvl results of such rèsearch. ¢. Ag long as Shelw INtlan•l Campakn for th• Homol•sFI rem•lns establlshed for charftsble Purp under the Low of En8t•nd and W41es, to advance, support•nd promote the charttable work thereof. d. Genernltyta advance educatlorn rellm P0rtY ind further other charltable purpow beneftcl•l to the communlty. SHARYS vlslon Is that •very person wlll haw a &cert saf• and afftirrlable plac• to I. The trustees have pald dui reprd to guld•nce15gued by th• Chdty Commlsslon In decldtn8 what acthitles the charfty should undertok. The Shelter Houslnl Adylce and Aesearch ProJort (Lelcesterl, knavm SHARP, was Éstabllshd •$ an Indewnd•nt ¢h•rStable trurt member5 of the Lelcthrsholtsr Group In 1974. It was Incorporntsd as a Company Ilmlted bywarantee In 1990. 2024 rs therefore uur SQth annIveary. Thts In ttself Ig a very conslderdble achlevement. 20 years ago there were Independent Hauilng Advlce Centr•s opernttng In Brfihton, Derby, Gloucester. Klfklees, Lelcester Oxford, North Yorkshlre, NOttIh4rn and Taunton. Desplte Incrnaslng houslng ne•d ¢)nty 8rl8hton, Klrklees And Lelce5ter havé befjn able to sustsln themselves. We are v8ry proud of the contlnuous servlce w• have been abk to prtylde to tho people of Lel¢•#er, Lelce5t•rshlre, and Rutland for the last SO y4ar5. In warkln8 tryMrds ]ts owcts SHARP und•thkn5 thrne maln t ul•ctf¥lty. Flrt and foremos¢ we piThide hoLwlnB idvlce to peoe who are homelem or poorfy houxd. Thts Indudes the prtylslon of Informatlon, advlce, prnctk•l a[stance, and a&ocary to penons In need. Thfs Jervlce ts d¢sF8nfjd to prevent Feople from beccmln8 homeless. If this15 not PQSslble, we •lffl tg help people tc find another homv. Slnce Ocrober 2013 we have r•corded and monltored thb acttvlty u51ng a vR&based casework man48ement prr4ramme called 'AdvlrfrPrD'. Thb pro8ramme h15 been desllned by Ath•lce UK the nitlonal umbrnlla bth for athrfce servlce prIder& SHARP Is 4 memtw OF Ad¥ke UK. 'Ath41ce4ro' Is Ula¥ updated and lsfvllycompllort wlth the requlrnmerts ofth• General LYat¥ Prot•ctbn1kn8uhtlon& Durfn8 the coutse of 202¥24 wern able to PIde thfs servlc4 to 565 now clnts. In the prlOuS ye•r wre •blo to prnlde our 5er¥lce to 551 new cllerts. Thts mthrt InErvaw In th• number of n•w cliants w• able to h•lp roflqcts tho contlnuTty of the Serv1 wo are ableto provld•. New lts seen In 2013124 cantlnued to present a ran8• of 411 too famlli•r Housln8 Problems. Suth problem5 as EVICtrr$. Hom•iessnesJ: Overcrowdln& DlsrEpalt: Relattonshlp Breahjown Ilndudlnghrtoo morry Instanc of Domestk Vlolonce): and all types of H¢InE Problem r41ated to knv Incomo •nd Ilkhe•lth. The hlBher prevalence of mentsl 111.h•alth noted In our nual Reportfor 2022 has Cont[nd ffir slnco.
SHELTER HOUSING ADVICE AND RESEARCH PROJECT {LEICEsfER) LTD TRUSTEES REPORT (INCLUDING DIREcfoRS' REPORT) (CONllNUED) FOR THE YEAR ENDED 31 MARCH 2024 ApprnclaUn8 the 5calo of the problem relthd to mantsl 111-ho•tth In •irly 2021 SHARP souqht addlttonal fundln8 to try ta addréss thls need. Fortunately our applkauoft to the Carlton Hayes Mentsl Health charRy w45 succe&5ful. In November 2021, our new part-urffl Mental Health Support Worker commenced work wlth aur ¢llents. Th15 POSt was knded for Unfortunatsly thls funding was not rnnawed. Hiyrn?r d•splte thls dtsaF¥olntm•n¢ SHARP has •ble to secure wln8 mentsl health sUPPOrt forourcllent Thls support fs nchv belng provlded by aanMent wlth The Olfve another Lelcéster based chirty (rstered charlty number 1181558). Furthemiere the transfer of 5ervlce provlslon wa5 SMIess. The mentsl health 5UPPOIt worker employed SHARP unttl N¢)Mber 2023 was ernployéd the Ojhe Tnst In thg Jarne role and wlth the saftw dlent group wlth effert fffjm December 2023. It help5 ofc¢)ur5e tofadlltate thlj partnershlp thatth• two Crttkn have 50rn•trustees In common. The t2-rtudles below Illustrate thè klnd of appalllng housln8 condttlons thrtSHARP cllents all too often expèrtence. th¢ oroundfvorfvt 7he Coundl trmpomrty housed the week% hoteL 11¢r, afvr exi thefvt hd not drled ou4 om the oll thelr dothlw ¢vfg# sette4 cl£ toys rt w¢re Alff wrlffjlry ttsyt. r dlre. Thi ehlhlren and tllmt hqd fto dry cknthlnth the ekrtrfu ofid hod Ixeft ¢wn¢d Afvr severnl Please note that In these caseLStudI•s the nama of tha dl•nt has baqn chan88d. Secondly, SHARP p[dIS freo Infonnatlon obDUt homeles5nfj98, housln8 condldr•ns and tha vffjrk of SPIARP to m•mb•r5 Jf the publlL For we can thort prnJ•ntatlons concernlnl Ine[eWS to vjrfow churrh and communlty graups and 0r tralnln8 se5s1on5 to l¢xal a8encle5. FUrthernr? wfth the 15slstsnce of Nvlunteern, SHARP has, for example. cortlnued to prnvlde up to dats Informttlon about a wlde varw of toplc& In¢ludln8 Ilsts of HoY(81g, Hou51n¥ Ms¢claWons Prfvate Rerted 5e(tor &ndlord5. and places whre food be obt•lnqd fre• of chir8e by homel•ss P•Dple. 2023124 contlnulni Improvemèrts In both the qu4nUty Ind qlIty of the Ihformatfon avallable on our webslts Jee... h/ lek•#ershelternry.uV. We have also establlshod a rnuch yeat•r Presen on TtkToK and on X ffomrly Twttter) u51w these Sodal Medla to dlss•mlnat• lrforniatkn al)out Rp and Indeed •bout homelessnem more ynerdlly. For uampl• our post on Ttkrokabout h(sWto prfjvent mauld irKI d•mp his been vw•d on o¥er3(KKlCcraonS. Thlrdly, 5WRP his been funded th• Natlonal Lott•ryto deloP a bylurteer cohLrt supportln8 peopl•. many of whom 4r0 ex4ervlce users tc learn Ilfe and ¥ootlonal sklll% Thls has tho dual benefft of Increaslni the volume of the th thlt SHARP n do, whllst slmulthneo Improvlni the coftfiden •nd empboblllty of of Its bdunto0 Th15 pro8rnmm• comrnenced In Au8u* 2019, was su5p•fKled dUrt the 'lockdovrt and r¢¢ornm•n¢¢d In June 2021. Slnce the 5tsrt of thi5 lott•ry proramme we h•4Y Worked wth 62 vgluntlers at knst 20 of whom hm wie on tDilnd pald empknxnt.
SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICESTER) LTD TRUSTEES REPORT (INCWDING DIREcfoRS' REPORn (CONTINUED) FOR THE YEAR ENDED 31 MARCH2024 note that In thls CW&Studyth• name afthe volunteerhas been changed. In Ortdlor 2018. tht Btshop of Lel¢ester, the Rlght Rrend Martyn and Slr Peter Soulsby Lelcorter's Llty Mwr launched a Homlessness ChBrter for Lelce5ter. The Charter brousht together 4 wfde rnn8e of local people & orpnlsatlons detemilned to brln8 homelessness and In partlcular street hom41esS In Lekesierto an end. SHARP was one of the orl8lnal sl8n•torles to the Charter. We work cDoperntlvely wlth a wkle rana• of other local charmes and orllanlsatlons to futftl the ambltlons set out In the Charter whlch contlnu• to fully support. Our wh the Ollve Trust Is In exellent example of how such cooperatlon can be ofbenefftto homeless •nd poorfy housed p•opl•. SHARP, In iddltlon to Its volunteers, employs staff to pmldè the akAIve g•rvlces. In 2023124 there w•r• an avern8e of 4 ful tlme equfvalent p•ld Staff. As of 31 Mar¢h 2024 there were two full-tlme membw5 of staff - Mard Forana IHoLtsln8 Ad¥lc• 5peclallst Caseworkèr and Project LeBderl. and Deepa Bhu8al tVolunt•erCoorolnatorl. And tsyo part41me membern of staff - Yasln Koya {Adrnlnlstr•tor Recepttonlst), and Dw41d 8rnzl¢r IEycutfve Advtsor}. The ltruttee Board wlshes to thank all SHARWS volurta•ts and [d members of Xaff. Thoy worlzd tlrel•sslythmu8houtthe ytsrto delfverour ser¥lce The Trthe Brd meets monthty to monltor thè th of th• pw and ts Kt R5 ¢)verall poll(& There Is a subcornmltt that deals wlth Funthlslng and Communk•Uons. And ocrAsionalty anothor b0MmItt•• m•ybe forrmd for • Jpecfftc purpose, e.& rn¢rultm•rrt of stth. Publk Ben•fit We kve referred to th• guldance corbtslned In the Charty CommlsJlonS Eenernl wldance on Publlc Benefft when revlewlnl ourilms Ind obJe£tlve8 ind In plannln8 ourfuturn I99. Th• charlty b•llaveJ tt has provlded a publ1¢ beneftt durfng the •r through the are8$ outllned In the sectlon of th[5 Report headed kh[eVeOnts and p•rforminc•. trustees we tal2 our chorRabk role very serIouV and the th4rlty hard to makn 5ur• that It pr(WId tharltabl• seNlc•s thit are soclilly Inclusl¥e. The Bo•rd of Ikustees recwftlses we •r• £onllnuln8 to aper4ts In vorychallon8ln8 tlmes wlth'•ustwW roJultln8 In rodurtlurya of loral authorfty Penditure of about 40Y6. These flnan¢l•l constrnlnts Impact SI[fi upon a charty as ours•k who woth wlth someof the most econornlully dlsadYdnts8ed of socl•ty. The statsment of flnanclil 4thltles loTr Pay 11} shows a totsl Incom• of £12¥971 and expendltrjrn of £14152. Thb results In a d8ficlt for th• yyar of £11180. We started the yr wth fvr balances of £58.284 and the deficlt for the year of £12,180 er all charltable act1v1t1 had been flnan¢od leaves fvnd balanw carrfedforw4rd of £46 Thejo ire comprlsed entlrnly of unre*t•d funth 4ftertrpnghprrln8£W6 to rertrl¢tedfvndstD ttl• owr5pend on 3 proJe£ts whlch arq endln
SHELTER HOUSING ADVICE AND RESEARCH PROJEcf (LEICEsfER) LTD TRusfEES REPORT (INCWDING DIRECTORS, REPORT) Icof4TINUED) FOR TIIE YEAR EAIDED 31 MARCH2024 F•rSIIARP. frDm a purelyftnlnchl perspecttve 2023D4was a #r ¢>f modert k>sses. Durlng lo23ft4v were retyln8 upon our N•tlonal Lottery Communlty Fund >r lrnnt of £306.326. the grnrt fmm Henry Smlth £9,000 and somq £51,rn) In other I. Thls £51,730 Induts our re8ulèr donor5, glPc-ald, our Cthrlstmas AppeaL sfflall wants, lewles, and the sale or servlces ta other not-for*rofft oryanls•tEons. Such of Income Is nx>st welcome Imrt remolns too low to Susthln SHARP wlthout support from the Nattonal Lottery Communlty Fund. We w¢>uld Ilke to think the Natlonal Lottery. the Cartton Haw Mentsl He4h Charlty, the Henry Smlth tharfty and ill our Other 5UPPOrters forthelrflnancl&l help overthe yeor. Rés•Ms PollLy The Trustees have Il¥en som8 thought 45 to what lewl of reserves fs JpprDprftte far a ¢harItysh as SHARP. The charlty had dosln8 reservo$ of £46,104 as at the 31 March 2024 a dÈtftase from the flaurn at the end of the prevlous year. Desplte thls sonxwhat dtsappolrtln8 result the Chaffty sttll has suffldent unresirlcted fvnds to att as a contlngency resem •qul¥alentto almost four months expeThdltu frjr use to cover tha work of the chartty In the ent that other fiindlng should cease. The conslder that ruer4e$ 4t thts level wlll ensure that In the evert of a $18nlftcant drop In fUndll tlw wlll be able to ntlnue the charltrls current4ciMtleswhllstconstderntlon Is tyen to Way5 In whlch addjtlonal funds mty be rdls•d. Prlndpalfvndlngsources The chJrlty consldets Itself to be pJtrernly lortunats tv hm [e1Ved ryjnslderabh flnanclal support fmm J knr8è number OF fullde triirts. oruanlsatlons and 1nd1vld1 The fdlowlni not cortributors, been realfy Irftportant to the charlty's ¥rk and wlsh tothankthem forthelrcontributlons M•Jor Fund•rs National Lottery Communlty Fund Carlton Hayes Mentsl Health Charlty Leke#erSoctal Econonry Con50rUum Ltd The Helen Jean Cope Charlty The J R Corah Foundatlon Th• Maud Elkln8ton Charltsble Trust P & C Hl¢kinbDtham Charltsbl¢ Tru# Edlth Murphy Founditlon S•lnt Martln de Porres Founckt The H•nrySmlth Charlty Florence Turner CharltableTru5t Katherfne Brn5 Katle Hutchlnson Helen Inlall RA LL•ttlmorn R. E. Marshall MA MCKAY No•1 Oldershaw DrAndrewTeuten Glll Taylor Ilou•lrykno(l•UoM EMH Housln8 AY¢xlatron Nottln8tham Cammunlty H A Rfverslde Housln8 Agsodatlon
SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICEsfER) LTD TRUSTEES REPORT (INCWDIN6 DIRECTORS, REPORT) (CONTINUED) FOR THE YEAR EIVDED 31 MARCH 2024 All Sglnts Church Klrty Mallory Ashty Par P.CC Breedon P.GC. 8lalw Con8Won•l Churth 81essed Sacrdmènt Church & 5t P•i Chrfst Gospel Churth Chrlstchurch, O•rendon Part Lelcest•r (hurchesTogether In Lekert•r5hlre Enderby URC Gr¢atGlen Methpdlst Church HofyTrlnity Lelc8ster PCC ImnMculat Conceptlon R CchUh Lelce#er Cathedral L•ke5t•r Quaknr Meetln8 Ho rkrfleld Congrnwional Church Market Harborou8h Conyowional Church Mayllmr Methodf5t Church Narborou8h CoD8reBattonal Church Newtrn Bur8oland Cowre8atlonal Church Our Lady of Vlctortes Church, Luttenyorth Oadby Methodlst Church Sacred Heart and St mirIts Saffron Lane URC py Parfsh Churth S(xth wt0 URC St Bartholornews Church StEthYards Hous4 Ayiethe St MirKarnrs churc Lelcester St Marys Church, Anstey St M•rys thUrC 88r St Marys Churth. Ospthorpe St Marys P.CC St Nltholas ChUh, m51 St pete Church Tllton on the Hlll St Pauls Wcodhouse Eaves StTheres•s & Sacred Heart Wrntsll St Thomas Moorn rf$h St Wllfrlds Church, Klbworth Strt Court Chapel, K[brth Supemumerary Methodlst Church ¥%st¢otes URC wriston URC Oth•rOynknttlo Asda Foundatloft Charltle5 Trurt Earl Shffton Bulldln8 5oclety ¢rmann (UK) Ltd L•l¢estqr Charlty Unk NExf Holdlnp Ltd Rotsry aub- Lelcester Vlcavs Rellof Fund, StMartlnvln4hfrFlelds Wyqaestons Hwpknl knd miry m•n% rnaThy n
SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICESTER) LTD TRUSTEES REPORT (INCWDING DIRECTORS, REPORT) (CONnNUED) FOR THE YEAR EAIDED 31 MARCH2024 Rlsk M•Mym•nt The TnJ5to•$ actTv•ty l•W the m•Jor rlsks whl¢h th charftyfv¢•s on a r•8ular basls and bdlq¥T that m•lrtslnlw ruefWS rt current levels, comblned wlth an annual reeW of the controls tr4er kny flnandal Sems, wlll pmlde suffldent resOUS In the event of adverse condltlon& The Trustees h•4e Jlso examlned other operatlonal and bu51ne55 rlsks facad ty the charlty and conftnn that thty •siabllshed systsms ts mmtye the sl8nmcant rlsks. Plani for fulum wrfodi The tntstees aré pleased to annom th•t on 5th March 2024. the charfty h35 secur¢d fundln8 of £399,OOD from the NatFonal Lottery Communlty Fund for a 5 year project startln8 In 202+25 a$ prt of a spBndln8 pled8e costln8 £555,823 whkh wlll h•¥e a major Impatt on pPIe,5 llv ThE fundln8 wlll pmlded fiv• p•r perlod In Instslments stsrtlng ITr June 20 Thls fundlng Is forthè SHARP HtxneleJAfA•s5 PrentIOn and support Proje¢ a prtthrt 11 supwrt 350 unlque Indlvlduals and 450 unlque famllle& The charity Is constituted as a company Ilmltad guarnntee, number 02516047 ond Is therefore pvemed by Its Memorandum and Artlcles of Asso¢latlon, as amend¢d by speclal re501utlon dated 23rd Auwst 1990. SHARP wa5 Inltlalfy estsblbhed a chafftable tru# In 1974•nd 5ubseqLntly Incorpor•tsd as a wmpany Ilmlted by8uarnntee In 1990. SHARWS vlslon Is that •v•ry person 11 hm a decert safe and afford•bi• place to Ilve. We b•llw that a home Is i human rf8htthat ¢ould and should be avallabl• ts vnryone. Thè tharlty Is orRanl$ed so thatTrusre•s re8ulariyTen tlmes tach art0 manage ks affa] The pald stsff, 4$ dIrted bv thè Trlthe Board. ar• Tr5ponlble forthe datrday 4dmln15trdtlon ofthe charttyand the delfvry of Its senrfces. Tho trustees. who are alsothe dlrertorsforthe purpose ofcompary IN and who semd durtnÉ th• yoarwer•: Frdzer Robson Jam Taylor RobÈrt Eillnton Davld F4wc4tt AndW Morl•y Ko5eem Chaudry Junald Raflq Vlndhaftl Laurn Hancox Maryaret Roblnson Ferou Nami• (Resl8ned 5 October 2023) IResWed 28 Nmfflber 20231 (Appolntsd 28 May 20241 The Trurte&/Dlrectots ar• •lected by majorlty vot• •t th• Annual 6•r41 melt1 Tholr p•rfodof offlct d5 at thefolk)wfn8 Annual Genernl Mettfwwthen allaibla to stand forrn4lectlgn. No DlreLtrrtrn¥tee recef¥ed iry MuneratIon forserv1 OrpenseS as a DITectorlTrusr•e. None ¢f the trust•u has anv benenclal Interest In th• romwry All of th• tNstees ar• memb•rs of the compary ind 8u•rnntee to contrlbute £1 In the event of J wlndlry up. Th•trust49$ rnport appfmd ty the Bod ofTrusteo& Frmr Robson 26 November 2024
SHELTER HOUSING ADVICE AND RESEARCH PROJECT {LEICEsfER) LTD 50TH ANNIVERSARY- SPECIAL REPORT FOR THE YEAR ENDED 31 MARQI 2024 In 2024 we calebrnted 50 15 of tharltable servka. None of thls could have been achleved wtthout the wonderful cofftmltment of our trustees. We wlsh to thank all of those trustaes below who provided such *vnderful servfce to the charty Cron A8•r Edlth Barbara Elllott John allott ul Raymond Herfn8n David Robert Hewltt Gearle Samuel In8lls P•ter Geoffrey Scalfe GertnKI Tftub Mavls 8Yown neThWar CatherlneTwal¥etrees Brfan Grlfflths Malwffj Robert Cdllog Frnzer Roderf¢ Calder Rob1 John Lowfs Cwl•nd laln Davldson Robert Mlnors Edse Patrfcli Je•n Hobbs Ilobertjohn Llne Mandy Mccrory Anll 8hadrns5a Bharat Sachdev Sangeets Patsl Nathalle Rlordan lan Morton Chaftdraknnt Kltsrfa Vlnu Va8hela Awla Mi Jaquellne Lesley EaStbr(l Mary HannahGrlffln Nltln Kumar Shukla Jaquellne Esther<YBrf•n Martln Georye Laldfer LorN Brabln-smith Mark Trfgtsm Stott 5uzanneJ•nnffer Mcaurn SJrnh Anne Hod¥klfflwn Sar•h H Rosalyn Janlnj Hunt Slmun TurnerW•tklss Rlchanl Alfv¢d Lount Judlth Cox P•trrGrfndySrnlth Mlchelle Arthw TlrnotPryJ•m•s Abbott DenlJ• (YSu1lln BerIe¥Anne Hall Dlane h¢zmar Andrnw Ktlth McN•lll Narnndra Kunwr Mehts Robert E8llnton DaN4dAnthohy FIrett Andrfwjohn Morley Junald Rafiq Wndhanl Kaseem Chaudry Laura Jane Hancox MaryarntGlllknn Roblnson rfAa Nam
SHELTER HOUSING ADVICE AND RESEARCH PROJECT {LEICEsfER) LTD 50Th ANNIVER&4RY- SPEaAL REPORT (CONTINUED) FOR THE YEAR EAIDED 31 MARCH2024 In oddltlon to the w*nderful contdlmjttons made byourtnntets wlsh to thankthe foll(wtn8 staff members to John Walkèr Unda Stevens Nlzel K Jackle Kln8 (nea Lawtonl Davld Brnzi•r Ian Nlcholson JIM Mulllneaux ajarfle De Pod•rta drew Bmoks Alexls Hall Parmjlt Ohaml Mandy McLry Sandra 8rdnch laln Davldson Trncey Ford Jude Crleghton sh411 Shah Jlll Ttylor Klm Watsh Annette Arts•II Phlllp Dodd htlary Mllls Lynda Zablok SonnyAll•n Ann Bate5 An8te Mrye Piul Morr1$ Davld Glynn Julle 8ew Trory Andrew Sara Davles Phlll underS Anthony Smith Jo wht M•rfa Bush Gemma Jon Meianle M¢Crory PatStac•v Dan Mooty GreB West Cerf Bildwln Elaln• Phillips Arnlna HaJl rfon Hltch¢oEk n Wynd Ttna Young MarkGardner Phll Tulb• ChrlsLlncoln Mkhael aements Helen How5on Paul Unnell Carole Hammond Lewa Ozkan Allson Raper Drapn Aleltsty Flona Gorham S•mlr4 Sulleman Dlan• Welnow6kl Shelty Arthur Kaseem Chaudry MAra Forana Rach•l Dvmshlre Debble thle5 Ellzabeth Gllwer Rebecca P411•tt Klrft Pat•1 Frnncqs Wrnnch TIM Port Chrls Wett Abby IAxkwoo&Jone5 Chrfs Poole Davld W¥ddIn8 Amella Dyson 8abarn aafton Karon Phiillps Kathy Harrfm8n Danny colfr Johara Allen JennyAtt•r Lard Ush Sam Poolè Sam (YFl•h8rty Paula Sklnner Davld 8uttery Wllber Camrthevs Allc• G•mer Anlta Kumarf.8hardwal Judy Dawson Sue Nlce KatToW¢x Deepa 8hoyl Rebecca Toone AmanyJablr Hope Grty Jon#than Parknr Nlklt• Wllllams Girdrnr Vtshal Sodanl Shnnon tolman sln Ko
SHELTER HOUSING ADVICE AND RESEARCH PROJECT {LEICEsfER) LTD 50Th ANNIVERSARY- SPECIAL REPORT ICONTINUED) FOR THE YEAR ENDED 31 MARCH2024 In our 50 years of pmvldlni tharkabl• serylce w• have recordld a 5taWn8 42A33 new cases and enquMe& Thlg Is spTrad arthÈ followln8 yearJ as s•t out below. Aprfl 1974 1975 1976 1977 1978 March 1975 76 1977 1978 1979 Numbef 416 916 668 568 662 811 ApTII March Number 953 1025 2001 2002 IIMJ3 2003 2005 747 1981 82 2005 975 2007 653 570 237 307 $56 538 635 1983 2QJ7 19B4 1985 1986 2010 2011 2012 io 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014 1985 1986 1987 1988 26 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 19B7 1988 1989 1990 1991 1514 1395 si 1188 747 1991 1992 1993 n6 754 230 411 416 510 551 1029 1993 1995 1996 1997 1371 1300 1168 1102 1071 1995 1997
SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICEsfERI LTD INDEPENDENf EXAMINER'S REpoKr TO THE TRUSTEES OF SHELTER HOUSING ADVICE AND RESEARCH PROJECT ILEICE5TER) LTD I report to the tntstee5 on my ejamlrbatlon irf the flnandal ststeffnts of Sheker Houslng AdvlGe and Research Prtilect {Lelcester) Ltd lthe charlty} fortheyearended 31 Moth 2024. RuponbIl1N•1 and b#ts of rnport As thè trustaes of the charlty (and also Its dIrectO for thi purposes of company law) you •re responsfbte for the preparntlon ofthe flnanclal statement$ In accordance wlth th• requlrenwnts ofth• C&mpanles Act 21)J6 lthe 2Q16 A. Hav1 sat15fied myself that the ftnanckil 5taternerts of the chartty are not requlfed to be auditsd under Part 16 of the 2LN)6 Act 8rtd are ell8lble for Independant •xamlnatlon, I report In respert of rry oumlnatlcn of the tharlty's flnanclil statsments carrTed out under xrtlon 145 of the Charltles Act 2011 (the 2011 Act). In carrylng out ry £Namlnatlon I ha follind all th• •pplloble Dlrectk%M the cffty Comm1551on under5ectlon 145151{bl olthe 2011 Art. Ind•p•nd•nt ffA7mln•h itst4m•nt I hwe completed rry wrnlnatlon. I c¢nfirni thot no matters h¥v¢ come trj my attentlon In connectlon wfth the e¥amlnatfo n8 me cause to bellew that In anymaterf•l rlspect: aecauntln8 cOrdS Ire Iiot kwin respect ofthe chArltyaS requlr8d by sertlon 386 of the 2006 A¢. or thef]nandal statemerts do not accord wlth those remr(b; or the flnandal statements do rtot comply wlth the KcoUrrtI rnqulffements of sertlon 396 ot the 2006 Art ¢)ther than anv requlrement that the accounts a true and tdlr vlew whkh Fs not • matter considered as part of an Independent eyamlnNtlon; or the flnanclal 5tatomgnts hav• not been prepared In accortlance wlth th• m•tho(ts and prlndples of the Statement af Recommend•d Prnrtlce for accountlng and reportlnq by tharftles appllcable to ¢hartts preparln8 thelr accourts In 4ccord•nce the Flnancl•l ReporUn8 Stsnthrd appl1clb In the UK and Republlc of Irelond (FR5 102). I have no concerns ind have com¥ ?¢Toss no othar mottern In connectlon wfth the eyamln•tlon to whl¢h IrtIon Should be drnwn In thls report In ord¢rto enabie o prDper undeffstandlng of theflTran¢lal statsrnerts to be reached. TIK¥m Mtyft•ld U FCA maeld & Co 2 Merus Court Merldlan 6uslnes5 Park Lekeiter LE19 IRI Datsd: 26 NUrnber 2024 10-
SHELTER HOUSING ADVICE AND RESEARCH PROJEcf (LEICESTER) LTD srATEMEKf OF FINANCIAL ACTIVITIES IMCWDING INCOME AND EXPENDITURE AccouNr R THE YUR ENDED 31 MARCH2024 Total Unre#rkted 11•strftted funth lundi fun fundi 24 Incomtfrom: Donatlons and l•y¢le¥ Othertradlng artlvRI 27,532 70342 97,774 23.940 258 2964 232Q) 84926 114890 23,300 109 258 TOMI In¢om• 51.730 70,242 12L972 53,373 84,926 Ey••n&*we an: Ch•rltsbh actlvltFe5 49.630 84,522 134152 53,539 93,328 144867 Total •y••ndltur• 84,522 134152 53,539 93,328 146,867 Nat InnlPend[tUl1) 114280) 112,180) (166) 18.568) Tr•rbsferJ between lunds 16,826) 6A26 Nét In fundi 14n61 17A541 Ill1801 18,402) 18,%81 R•condll•tlon olfund&' Fund balancus at i Wl 1023 50A30 7rf54 58284 50996 IS56 662 Fund bal•n¢41 at JI M•Y¢h 1024 46,104 50,830 58284 The siatsmlnt of flnindaf Hrtivttl8s Include5 all plns and10sses rn¢08n15ed In th• •r. All Income and •xPend[re derfv from cortlnuln8 ¥Ctlvltle5. 11
SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICESTER) LTD BALANCE SHEEr ASATJI MARCH 2024 Debtors Cash at bank and In hand 84,792 21565 85178 29,762 I357 110,2531 115.640 {7,3561 rJ•dIlo. amou fluldU•Wlthkn gn• year 96.104 lQ8,284 CredIta. •mrAIAts f•llln8th• athr mor• than (SOD) (50,000} N•t oldudl pendon Il•blltty 46,104 58,284 46,104 58,284 Th•fvnds olth• ¢hrlty RQrtrtct Incamo funds Unrestrlctsd funds 7A54 50.830 46,104 46,104 58,284 Th8 company Is •ntttled toth• exemptlon from the audlt requlrnnent mrtalned In sertlon 477 of thè Cornponl•skt 2(KEfor the yéarended 31 March 202 The dlr•ctOf5 acknowkdse thèlr re5ponslbllltk$ for comptyln8wIth the requlrements of the Cornpanles Att 2006 wlth Mspert to a¢¢ourrtlng reconls and the prEparntlon of fimnclal 5tstements. The Membe have not requlrBd the (ompany to obtrln in audlt of Its financlal statsments for the year In questlon In Iccordance wlth sectlon 476. Thesè flnanclal statements ha been prepared In •¢cordarK¢ wlth tht pr<Mslons applkable to ComnIeS su4ect tc th• smill comp•nles re8lme. The finandil ststernnts were apprD¥od the trurteeg on 26 N¢y4•mbir 2024 Andrew Morley Compary re8Tstr4Uon nurnlxr02516047 IEn*nd and Walu) 12-
SHELTER HOUSING ADVICE AND'RESEARCH PROJECT (LEICESTER) LTD NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR EPIDED 31 MARCH 2024 th•r Shelter Plouslng Advlc8 and Research PmJ•ct IL•i¢ester) Ltd Is a prlvatè compary Ilmlted by iuaRntee Incorpornted In England and Wales. The reglsternd offlce 15 13 Vlellord Road, Lekester, LE2 7AD. The accounts have betn prepared In accordan wlth the charfvs pRrnlng document, the Companles Art 2006 and "N£countlni and Reporting by Charttle5: Ststsment of Recommended Prnctf¢• applkable to charltles preprln8 thdr accounts In accordan¢o with the Flnandal Reportln8 Stsndard applltsblo In the UK aftd Republlc of Ireland IFRS 102)" fas amended for a¢U11Th8 PErlod5 camnxnclni from l January 2016). The charlty Is a Publk Ben•fft Entlty as defined FKS 102. The charlty h•$ adrrtaI¢ af the pmYlsk)ns In the SORP for charftlE5 appty1 FRS 102 Updats Bulleun I not trj pl•pa a Statemèrt of Cash Flows. The flnancl•l stlternents •r• prnpar•d In 5tertln& Vthlch Is funttlonal currency ofth• thartty. Monetary •maunts In these flnanclal statemetts are rounded tothe nKrest £. Th• flftaAcIBI statem•rts hm boen prepared under the h15torlcal cost ¢Otwentlon. Imodffted to Include the rovaluatlon of freehoid propertles and to Include Investmènt propertle5 and certaln flmnclal Instruments at falr Ydluej. The prfnclpal accountln8 polic1 adoptrd arn s•t out below. L2 fjolw Conrn At the tlm• of apprvvlng the ftnandal stst•ments the trusteu havd a rnasonable expectatlon that the dwrtty has adèquate resourc•s to contlnue In operatlonal ex1sten for the foreseeable future. Thus the trustees ntInue to adopt the 8olni concern basls Of •ccountln8 In pleI]nsthe flnond•l statemert 13 Qmrftsbjo funds Unrfjstrktsd funds ir• v4allablofor us• atth¢ dlxretlon of th• trust••s In fUrthernn of thelr charttsbk otyectl Re%trf¢ted fvnds are subJKt to specfftc condltlon5 bv donorn or irnntcts as to how they nmy be ujed. The purposes and uses of the rutrlcted funds Jre Set out In th• notB5 to the flnanclal st•tement% Endowment fvnds ar• subjert tospeclft¢ condRlons bydonorsthatthe ¢Jpit•l must malntslrd byth¢ ¢h•ffty. L4 lrnvm• Inccml Is recognljed when the tharlty Is le8ally ¢ntRled to It •ft•r any p•rf¢mian¢¢ ¢vndttknis hm m¢L thg amourts c•n bo measured rellablyi Jnd It Is prObI0thtt Incornwlll be recelved. Cash donatfons arn reco8nls•d on re¢elpt. Oth•r donlons are r•coinfs•d cfflce the thjrlty has been notlfi•d of the donatlon, unlus perfDrmance condltlons requlre deferral of the amourt. Income tsx reciNerable In to don•tlons ceIVed undorGIftAld or deeth of cr1Ort rs cald rtth• tlrne ofthe donatlon. L¢8acl•s are rnceinlsed pn rec¢lpt or otherwse tf the ch*rlty has Ix•Tr notlfled ¢)f an Impendlng dlstrfbuuon. th• imourt Is and wlpt b experted. Ifthe amount 1$ not knkn thE Istrwted Is a contlnynt 435oL 13-
SHELTER HOUSING ADVICE AND RESEARCH PROJECT {LEICEsfER} LTD NOTES TO THE FINANaAL sfATEMENTS ICONTINUED} FOR THE YEAR ENDED 31 MARCH2024 (Contlnu•d) IS W•ndltrJrn Expendkuro Is reconf5ed oftce therÈ 1$ a le8al or Constr obllqatlon to trnnrfereconomlc benefftto 4 third rty It 1$ probable that a trnnsfer of economlc beneffts WTII be rnqulred In 5ettlemenL and th• amount of the obllyuon can be moisured rEllabty. Expendlturn 19 ¢183lfted by artlvlty. The costs of e•¢h Jrtlvlty are made up of the total of dlroct costs and shared costs. Includlng support Costs Invow In undertakln8 each actlvlty, Dlrert costs attrlbutsble tc a sln4le athlty arn Allo¢atsd dlrectly to that athlty. Sh4rnd costs which contrfbute ta rYKxe than on• actlvlty and suppart cosis whlch are not attrtbutsble to a slnlle artlvlty are apportloned b•t4%en those actfvltEes on a bas15 conslstent wlth the of resource5. C¢ntrdl stsff costs are allocated on the basls of tlrne spen¢ and d#preclatk)n charyes are allDcatsd on th• Ix)rtlon of the Expendlture IJ rewnlsed on an accrual basls as • Ilab]Ilty Is IUrr. Expendlture Includes ary VAT whlch unnot be fulty recovered. and fs reported as part of the exp2ndkure to which It relat•s. Charftsble èxpend1tu comprlses those wsts Incurred by the rharlty In the deltvery of Its actlvltles and servl¢es for Its benefierles. It Includes both that can be allocatsd dIr•V to actlvltles and the costs of an Indlreet Aatu necessary tosupport them. I costs allocated b•tw•en the pendItUrn cth8orlo of the SOFA on a basls deslgned to refiect the use of tho resourc•. Costs relatlngto a partlculara¢tlvlly are allocated dlredyi ather5 are apportloned on an •ppYoprlate bas1& Support Costs Irn th0 costs InuJrred dlTrNctly In support of expendfture on the ¢)bJects of th• th¥rlty and Includ• project management. Governance costs Include thosè t05ts assoclated wtth meetlng the constltutlonal and ststutory rnqulrements of tha charty And Include the Indepindent eymlnatlon fpe5 and costs Ilnked to the slrats81¢ management of the charlty. 1.6 Calh and ¢•thequlwl•nts Cash and c45h qqutvalonts Include cash In hand, dep)sTts held at call wtth ban other short-tsmi Ilquld IrNestnRnts wlth od8lnal matur1•$ of three month5 Qr Iw and bank overdrnfts. Bank Mirdrafts are shown wlthin borrowln85 In Cufrent Ilabllltle& L7 Anwxl•l Inrtrum The charfty only has ftnanclol assets and flnandal Ilabiiftl•s of a klnd that quallfy 15 baslc flnanclal Instrufflints. Bask flnanclal Instruments •re Inftlally recoanlsed at trdnsartlon value and Subsequent meBsuTrs at thelr settlement v•lue wlth the ey£eptlon of bank loans, which ere sUbseqtIY rneasur•d rt anrtISed Ctxt usln8 the qffectl¥ lrt•rest method. L*rncoqnttlanoyfvndulNoblAYles FInaTraI Ilablllues are deleco8nLdw1n th¢ tharltyj o)ntrnctuil ob11ythse[T•orre dlsch•r8ed orearlled. L8 Émplo>•a b•nthlts Th• cort of any unused hollth •rtltl8m•nt18 rncLwls•d In the rIOd In whkh th• em0,5 servlc•s ire rff¢ld. T•rnilnatlon b•nefft5 are reco8nls•d Immedlat•ly a5 an expense whell the charty ts d•mOnStrn ¢iymmltted to termlnats the employment ofan emplvBe orto provlde ternilnatlon beneffts. IJ Il¢iir•m•rt b•n•ffti Payments to deftned contrlbuyon rtlrem•nt b•n•fft Ach•m•s ar• dHTyd •J an ryense a5 theyfall dut. 14-
SHELTER HOUSING ADVICE AND RESEARCH PROJEcf ILEICESTER) LTD P40TES TO THE FINANCIAL sfATEMENTS (coKnNUED) FOR THE YEAR ENDED 31 MARCH2024 &•£ttl polld IConElnu•d) IAO Equlpmlrt. •nd fithAS Expendlture on equlpmenL fithre5 arml ffttlny Is wrltt•n off ¥lnst 8fdrt Income In the •r In whlch expendtture Is Incurred. IAI Furrtl a¢counlkni Unrestrlcted funds are alIab for uge at the dlscrntlon of the trustees In furthernnc• of the Pmrdl obJecthffjs of th• tharlty. De*natsd funds arfr unrestrfctydfunds e3rmarkad bythe Manaymert Commlttefr for plrtlwrpUPos• Qftlcd 00•stIMtta•nd Tr•r In the appllcatlon of the charws accountln8 FKJlkies, the trust••s ar• rnqulr•d ts make Jud8ernents, ertlmatss and assumptlons about the carrylni amunt of assets Ind Ilobllltles that are not readlly apparent fmm other sources. The •sUmates and a3%1ted assumptTons are b45ed on hlstorkol emperfence and other factor5 that are constdered ts be retevant. Actual results rw dlfferfrom these e5tlmates. The estlmt•s and undertyln8 allumpuons are revlewed on an on8oln8 b•s15. Revlslons to accounttn8 e5tlmate5 ire reco8nlsed In the perlod In whlth the estlmate Is revlxd where the revtslon aff8cts anly that perlod, or In th• perlud of the rnvlslon and futuro pqrlods whern the r•vlsfon aff•rts both CUTrent and futurn p•rlod& 15-
SHELTER HOUSING ADVICE AND RESEARCH PROJECT {LEicEsfERI LTD NOT£S TO THE FIt4ANCIALSTATEMEpifs (CONTINUED) FOR 7HE YEAR ENDED 31 MARCH 2024 Don•th)M •1 l unr•rfrt R•#rftt•d 2023 Donatlons and leB¢les Grnnts recdwble 27,532 27,532 70,242 27,464 87A26 70,242 27,532 70242 97,774 114,890 Forthe p•r •nd•d 31 Mir¢h2023 29964 84926 14890 Dfjnrtlom l•yd Re8ular don•ttons and fft•ld Other (k)naUons ond app1$ 8,610 8.610 18,922 10,8( 16,658 27.532 27,532 27,464 Grants r•e•lv•ble lor Corn •rtl¥ltl•s The Natlonol Lottery COMffn¥ Fund Henry Smlth Edlth Murphy Cartton Hay¢s MH Chartty 6L242 9,OLKI 61,241 60,926 1500 15,000 70,142 70,242 87,426 Incom•from oth•r tradlw *rtl¥ltl Unr•#rfctsd Unr•rtrltt ndj fu S•rvlces PrId¢d I3)
SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICESTER) LTD NOTES TO ThE FINANCIAL STATEMENTS (coKnNUED) FOR 711E YEAR ENDED 31 MARCH2024 InMm• from fvndl Inter•st r•cel¥able 258 -17-
SHELTER HOUSING ADVICE AND RESEARCH PROJECT {LEICEsfER) LTD NOTES TO THE FINANCIAL STATEMENf5 (coiinNUED) FOR ThE YEAR ENDED 31 MARCH2024 Charlt•bh•cU¥lthx Unrartrlrt•d Nltlonal C•rfton HI H•nrySrnlkh fvnd 5tsff easrj RenL rdtss and Jervlce ch8YKes Llihtand heat T•l•phonÈ Insurance Travel, trnlnlngand corrference expenses VAT Input tsx nrt reclalmable Prlntln& postage and stationery Computer equlpm•nt and tlcences Loan Inter•st Malnten•nce, repalts and sundry equlpmortt Mlscelloneous ttpenses Paymonts to cllents Consuhanry 23938 IOA50 89,945 99,610 2,502 1178 1,895 ion 4,987 196 2AOI 2,375 11,357 4374 4,296 1,980 3,014 I,3 47 379 426 IA)35 3.919 4191 2,756 L351 1,157 2245 17J2 1.715 1,603 380 747 1983 1,287 37 628 1433 37 Q8 495 58.874 13,225 IL348 126J91 137,995 Share of8obYrn•nce costs (see nots 71 6,686 1,075 7,761 8,872 49,630 59Y9 13,225 1¥348 134.152 by tsnd Unrestrlcted funds- yn•rnl Restrktsd funds 49,630 49,630 84.522 59.949 13.225 IL348 59 13,225 11,348 134.152 Forth••rd•d 31 rth 202J Unrestrfcted funds.genernl R•strkted fur 53,539 S339 93.328 15,270 6,769 53.539 7¥289 15,270 18.
SHELTER HOUSING ADVICE AND RESEARCH PROJEcf (LEICESTER) LTD NOTES TO THE FINANCIAL STATEMENTS {CONllNUED) FOR ThE YEAR ENDED 31 MARCH 2024 Jpport lts GDv•rNn 2024 Staff costs 2,837 2.837 1712 Independentexamlner fees Le8al and profwlon81 fees Bank char£es R•nt Llght and heat Telephon• VAT Input tsx not reckglm•ble Other 8Dvem•nce costs Indudln8 In$uran¢e. cleanlng, m]s¢ellaneous and PPS 2J50 2,150 1.300 85 76 858 858 380 374 341 604 262 364 374 341 645 645 4107 7,761 7,761 8,872 Analysed betwean Charftsble actlvttl•s 7,761 7.761 8,872 6manCe costs Includ paymentsto th• Independent e¥amlners of £2,25012023-£2,1501 forexamlnatlon fees. N•t mobwn•rt In funth The net movemert In fund$1s stated ar ¢har81nledI1InK).' Fees Fxydblefor the Independentexamlnotlon of th• charlty'i fln•ncl•l st•ternents 1250 2,150 None of the trustees (or ary persons connerted wlth them) recfj •ry rnmunfjTrtk>n durfng th• year ond rthie of th¢m werE rnlrnburs¢d for traveinni pen5•s(2023- £nll). Tho •v•r•8e morthly numberof•MpiooEsduTln8theye•rw. 2023 Numb Numb•r Prtr4151on of houslngath41ce support
SHELTER HOUSING ADVICE AND RESEARCH PROJEcf (LEICESTER) LTD NOTES TO THE FINANaAL STATEMENT5 (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024q 10 Employ• ICortlnu•dl Employment ¢0 es and salarles Other penslon c03ts 91,620 L162 101,IX12 1.320 91782 102,322 Thre Te no eMPl(rye whom ann] remuneratk)n was more thin £60XIOD. R¢mun•rntloft olkny m•n•ym•nt pernonnel The remun¢rJtlon of kny mina8om•nt p•tsonnel wa5 asfollow4'. ¢ompen5atlon 59,595 56,699 The eharTty beArmptfrom tsmatlon on Itsartlvttles because all Its Income Is appll•d ftyrch8rttsble purposes. 12 D•bto 2023 Amounts f•lllr* du• wlthkn onep4r: Trade debtors Other debtors Prepayments and attrutd Ino)rne 79.7n 1,661 3.359 79.231 5.326 1,321 84,792 85,878 Crnlltorj: •rnourt•f•lllry du• wlthln OM Othirtsntlon and soclal securlty Othercredltors Accruals and d•f¢rred Incamo 3JJ06 207 4850 10,253 7,356
SHELTER HOUSING ADVICE AND RESEARCH PROJEcf {LEICESTER) LTD N¢)TES TO THE FINANCIAL sfATEMENTS (CONTINUEDI FOR niE YEAR ENDED 31 MARCH 2024 14 Cl•dItL. •Mounts lalllry4hts rnmthan on•ye•r Other credltor5 50,000 2023 D•lln•d Mntrllwtlon Kh•m Ch•ry ta profft or l¢Js5 In rtsport ofdefirb contrIbuOn sch•m•5 &162 1320 The charlty opernts5 • deftned contrlbutlon penslon scheme for Ill qualifyinB empknes. The assets of the sch•me are heldseparatelyfMmtTrw ofthe Charfty In an Independent admlnix4redfvnd. The restrl¢ted lund5 of the charlty comprfse the unwiended balancqs of donatlons and 8r•nts held on trurt svbject to spttfftc condltlons by donor5 asto howthy may vsed. At i 1023 Inr4mlry R•wr pended Tr4nrf•rn At 31 M• The Natlonal Lottery Communlty Fund Carlton Hay nry knlth 165071 11,730 2,131 61,242 (59,9491 (13,125) 111,348) 5,214 1495 117 70.242 184.5221 4826 At l AprN 20 Incom]ry RaU rIU* expend•d ns1•rn X JI Mw¢h 2023 The N•tk>n•l Lott•ry Comrnunlty Fund C4rlts¥n H•y•s Henry &nlth 3.856 12,th)0 60226 15,OOa P¥89) 115,270) 14769) (6,5071 11.730 2231 15,8S6 84,926 193,3281 7.454 21
SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICEsfER) LTD NOTES TO THE FINANCIAL STATEMENts (CONTINUEDI FOR THE YEAR ENDED 91 MARCH 2024 17 Unr•Arlct•d The unre5tr1cted funds ofihe chartty Indude donatlons and8rnrrt5 from a varf•tyofsourrns and they enable th• charity ta purnue tts ynornl charftable attivltles. AtiAprf12 Incoml TAnrf•N At 31 Mwth Gener41 funds 50.830 51,730 (49.630) (6,8261 46,104 pr•* ymr: At i Apru %122 Iwiml R•sourcu TraMf•n •2 31 Marth endad 2023 Gen•r41 fvnds 50,996 53,373 {53,5391 50.830 An•lpli ofn•t bet Unreslrf£led fun 2024 Aertrl¢tsd fundi 1024 At 31 M•rth 1024: Current ossqt5/lllabllltlesl Longterm Ilabllltl•s 96,104 (SO,01 96,104 1S0,LHiO) 46,104 46,104 Urnertrf¢t•d R•strf¢t•d ndi 1023 l al March 2013: Currnnt assetsllllibllltlesl Lon6term Ilibiiftles I30 150,OQO) 7854 108284 150.OQO} 7,454 58284
SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICEsfER) LTD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED JI MARCH2024 OperatlnR lease cvmrnftments At the reportlng end dttr tho charfty had outstsndln8 commltments for future mlnlmum lease payTn•rrts under non- ancellable operotlTr8 laases, whlch fall due as follows: 2023 wtthln one ytsr Between and five •r5 9,500 9,500 28,500 28.5 38,000 Th• Op•r4t1 leases reprpsent rentrl leams of premlse5 whlch oTrfvAd at,5() p•r annurn undl 2027. R•Itt partytrnMKtto Mr Davld Brazl•r. who15 a momber of stdff of Sheltsr Housln8 R•5earch ProJect (SHARPI fs a150 a Dlrector of Hn5 Home Trurt. SHARP recelMd a loan of £50,OOOfrom Hrrs Homè Trust r¢payablè over 3 years. The balance outstandln8 45 at the wr ended 311t March 202415 £50,(0 {2023: £50,00014nd the Interert pald thls r£IO0 (to dth on th• Interest on the laan was £13ICKII. Frthr Rpb50n and Jane Taylor, afe tnutees of *ltor Houslni Ald Reh Projert ISHIAP) and Mr Davld Brazler, Is a membqrof stsff of Shelter HouslnB Ald Re ProJert (SHARP), and all thf•e Ire dlrertots of LSEC Durln8 the yajr SHARP reth•ryed management fees of £22,5CO12023: £2151N)) to ISEC. A¥ at the 31 MaKh 2024 SHARP w45 É7923112023: £79,231) In resport of maeMent fee5 and the commlsslon on rentsl Income durfng the nom1 ¢ourse of ISIne. -23-